Client First Investment Management LLC Technology Sector Spdr Transaction History
Client First Investment Management LLC
- $196 Billion
- Q3 2025
A detailed history of Client First Investment Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Client First Investment Management LLC holds 1,701 shares of XLK stock, worth $490,143. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,701
Previous 1,434
18.62%
Holding current value
$490,143
Previous $363 Million
32.03%
% of portfolio
0.24%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,610Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio