Modern Wealth Management, LLC Technology Sector Spdr Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,538 shares of XLK stock, worth $2.78 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,538
Previous 12,277
2.13%
Holding current value
$2.78 Million
Previous $2.52 Billion
12.41%
% of portfolio
0.21%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.97 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.37 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.1 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.57 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.2 Billion0.44% of portfolio