Mindset Wealth Management, LLC Technology Sector Spdr Transaction History
Mindset Wealth Management, LLC
- $305 Billion
- Q2 2025
A detailed history of Mindset Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 2,629 shares of XLK stock, worth $748,528. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,629
Previous 1,460
80.07%
Holding current value
$748,528
Previous $301 Million
120.81%
% of portfolio
0.22%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,502Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$28.8 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio