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 $68,038. This represents 0.03% of its overall portfolio holdings.
Number of Shares
239
Previous 266
10.15%
Holding current value
$68,038
Previous $54,000
11.11%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,523Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio