Blue Zone Wealth Advisors, LLC Technology Sector Spdr Transaction History
Blue Zone Wealth Advisors, LLC
- $273 Million
- Q2 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 13,883 shares of XLK stock, worth $2.91 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
13,883
Previous 13,647
1.73%
Holding current value
$2.91 Million
Previous $2.84 Million
10.49%
% of portfolio
1.15%
Previous 1.04%
Shares
19 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.8 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.24 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$1.98 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.48 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.14 Billion0.44% of portfolio