Gratus Wealth Advisors, LLC Technology Sector Spdr Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 120,464 shares of XLK stock, worth $27.1 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
120,464
Previous 123,457
2.42%
Holding current value
$27.1 Million
Previous $24.3 Billion
9.63%
% of portfolio
4.59%
Previous 4.46%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio