Bwm Planning, LLC Technology Sector Spdr Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bwm Planning, LLC holds 1,079 shares of XLK stock, worth $247,511. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,079

Holding current value

$247,511

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$197.34 - $237.68 $212,929 - $256,456	1,079 New	1,079 $243 Million

Others Institutions Holding XLK

# of Institutions

2,203

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

Bank Of America Corp Charlotte, NC

13.4M
Shares

$3.07 Billion
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.45 Billion
0.6% of portfolio
Morgan Stanley New York, NY

9.47M
Shares

$2.17 Billion
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

7.05M
Shares

$1.62 Billion
0.81% of portfolio
Envestnet Asset Management Inc

5.43M
Shares

$1.25 Billion
0.44% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account