Avantra Family Wealth, Inc. Technology Sector Spdr Transaction History
Avantra Family Wealth, Inc.
- $121 Billion
- Q2 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 1,575 shares of XLK stock, worth $448,371. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,575
Previous 1,579
0.25%
Holding current value
$448,371
Previous $326 Million
22.32%
% of portfolio
0.33%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,516Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio