Carson Allaria Wealth Management, Ltd. Technology Sector Spdr Transaction History
Carson Allaria Wealth Management, Ltd.
- $180 Million
- Q2 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Technology Sector Spdr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 239 shares of XLK stock, worth $62,615. This represents 0.03% of its overall portfolio holdings.
Number of Shares
239
Previous 266
10.15%
Holding current value
$62,615
Previous $54,000
11.11%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,454Shares Held
279MCall Options Held
9.08MPut Options Held
14.7M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$26.5 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.37 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.92 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.57 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.94 Billion0.62% of portfolio