Collaborative Wealth Managment Inc. Technology Sector Spdr Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,558 shares of XLK stock, worth $996,105. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,558
Previous 4,681
2.63%
Holding current value
$996,105
Previous $1.06 Million
0.28%
% of portfolio
0.49%
Previous 0.49%
Shares
13 transactions
Others Institutions Holding XLK
# of Institutions
2,412Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.73 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.4 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.16 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.63 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.25 Billion0.36% of portfolio