Atlantic Edge Private Wealth Management, LLC Technology Sector Spdr Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,853 shares of XLK stock, worth $432,397. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,853
Previous 1,600
15.81%
Holding current value
$432,397
Previous $362 Million
15.57%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,221Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.12 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.21 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.65 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.23 Billion0.39% of portfolio