Centric Wealth Management Technology Sector Spdr Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
A detailed history of Centric Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Centric Wealth Management holds 1,326 shares of XLK stock, worth $292,343. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,326
Previous 1,304
1.69%
Holding current value
$292,343
Previous $271,000
10.33%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.95 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.36 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.09 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.56 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.2 Billion0.44% of portfolio