Brass Tax Wealth Management, Inc Technology Sector Spdr Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 3,335 shares of XLK stock, worth $886,843. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,335
Previous 1,065
213.15%
Holding current value
$886,843
Previous $220 Million
284.05%
% of portfolio
0.16%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,464Shares Held
282MCall Options Held
9.05MPut Options Held
14.7M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$26.9 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.42 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.96 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.61 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.97 Billion0.62% of portfolio