Colonial River Wealth Management, LLC Technology Sector Spdr Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 9,340 shares of XLK stock, worth $2.19 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
9,340
Previous 7,478
24.9%
Holding current value
$2.19 Million
Previous $1.44 Million
35.16%
% of portfolio
1.1%
Previous 0.86%
Shares
14 transactions
Others Institutions Holding XLK
# of Institutions
2,113Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$3.03 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.5 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.11 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.61 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.19 Billion0.27% of portfolio