National Wealth Management Group, LLC Technology Sector Spdr Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,075 shares of XLK stock, worth $492,107. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,075
Previous 2,398
13.47%
Holding current value
$492,107
Previous $500 Million
6.04%
% of portfolio
0.36%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,226Shares Held
172MCall Options Held
13.3MPut Options Held
14.7M-
Bank Of America Corp Charlotte, NC13.4MShares$3.18 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.25 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.66 Billion0.72% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.25 Billion0.39% of portfolio