Advanced Research Investment Solutions, LLC Technology Sector Spdr Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$123.49 - $161.47 $169,304 - $221,375	-1,371 Reduced 57.63%	1,008 $128,000
Q1 2022 May 10, 2022	BUY	$141.39 - $175.52 $336,366 - $417,562	2,379 New	2,379 $378,000
Q4 2021 Feb 09, 2022	SELL	$148.06 - $176.65 $30,056 - $35,859	-203 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$147.91 - $159.7 $30,025 - $32,419	203 New	203 $0

Others Institutions Holding XLK

# of Institutions

2,374

Shares Held

181M

Call Options Held

14.2M

Put Options Held

17M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$3 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.64 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.37 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.79 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.38 Billion
0.36% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
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