Atlantic Private Wealth, LLC Technology Sector Spdr Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 809 shares of XLK stock, worth $185,576. This represents 0.15% of its overall portfolio holdings.
Number of Shares
809
Previous 809
-0.0%
Holding current value
$185,576
Previous $168,000
8.93%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,203Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.07 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.45 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.17 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.62 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.25 Billion0.44% of portfolio