Amplius Wealth Advisors, LLC Technology Sector Spdr Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 4,223 shares of XLK stock, worth $922,894. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,223
Previous 4,326
2.38%
Holding current value
$922,894
Previous $976,000
0.51%
% of portfolio
0.12%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding XLK
# of Institutions
2,412Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.73 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.4 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.16 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.63 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.25 Billion0.36% of portfolio