Capital Advisors Wealth Management, LLC Technology Sector Spdr Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,153 shares of XLK stock, worth $259,759. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,153
Previous 1,051
9.71%
Holding current value
$259,759
Previous $218,000
19.27%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio