Precedent Wealth Partners, LLC Technology Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,840 shares of XLK stock, worth $441,544. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,840
Previous 1,840
-0.0%
Holding current value
$441,544
Previous $415 Million
2.99%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,374Shares Held
181MCall Options Held
14.2MPut Options Held
17M-
Bank Of America Corp Charlotte, NC12.5MShares$3 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.64 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.37 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.79 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.38 Billion0.36% of portfolio