National Wealth Management Group, LLC Technology Sector Spdr Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 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 1,975 shares of XLK stock, worth $461,360. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,975
Previous 2,075
4.82%
Holding current value
$461,360
Previous $469 Million
5.01%
% of portfolio
0.3%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding XLK
# of Institutions
2,239Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.95 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.25 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.63 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.28 Billion0.33% of portfolio