Heritage Wealth Partners, LLC Technology Sector Spdr Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 2,345 shares of XLK stock, worth $549,832. This represents 0.77% of its overall portfolio holdings.
Number of Shares
2,345
Previous 1,788
31.15%
Holding current value
$549,832
Previous $344 Million
54.13%
% of portfolio
0.77%
Previous 0.7%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,113Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$3.03 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.5 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.11 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.61 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.19 Billion0.27% of portfolio