Brass Tax Wealth Management, Inc Technology Sector Spdr Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 1,065 shares of XLK stock, worth $249,380. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,065
Previous 1,120
4.91%
Holding current value
$249,380
Previous $260 Million
15.56%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.73 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.26 Billion0.21% of portfolio