Martel Wealth Advisors Inc Technology Sector Spdr Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 1,518 shares of XLK stock, worth $347,181. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,518
Previous 2,368
35.9%
Holding current value
$347,181
Previous $536 Million
36.16%
% of portfolio
0.07%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,238Shares Held
168MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.89 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.46 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.2 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.6 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.26 Billion0.33% of portfolio