Centric Wealth Management Technology Sector Spdr Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
A detailed history of Centric Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Centric Wealth Management holds 5,290 shares of XLK stock, worth $1.51 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,290
Previous 1,450
264.83%
Holding current value
$1.51 Million
Previous $299,000
347.83%
% of portfolio
0.34%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding XLK
# of Institutions
2,516Shares 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