Cerro Pacific Wealth Advisors LLC Technology Sector Spdr Transaction History
Cerro Pacific Wealth Advisors LLC
- $179 Million
- Q1 2023
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 30,210 shares of XLK stock, worth $7.04 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
30,210
Previous 32,097
5.88%
Holding current value
$7.04 Million
Previous $3.99 Million
14.22%
% of portfolio
2.54%
Previous 2.13%
Shares
9 transactions
Others Institutions Holding XLK
# of Institutions
2,112Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$3.01 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.48 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.09 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.6 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.18 Billion0.27% of portfolio