Beta Wealth Group, Inc. Technology Sector Spdr Transaction History
Beta Wealth Group, Inc.
- $199 Million
- Q1 2025
A detailed history of Beta Wealth Group, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 19,100 shares of XLK stock, worth $4.47 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
19,100Holding current value
$4.47 Million% of portfolio
1.99%Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,406Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$3.02 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.61 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.3 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC7.39MShares$1.73 Billion0.62% of portfolio
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Ubs Group Ag5.37MShares$1.26 Billion0.21% of portfolio