Forefront Wealth Partners, LLC Technology Sector Spdr Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 5,782 shares of XLK stock, worth $1.45 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,507
4.99%
Holding current value
$1.45 Million
Previous $1.28 Billion
6.76%
% of portfolio
0.81%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,407Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$3.23 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.8 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.46 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.85 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.35 Billion0.21% of portfolio