Concord Wealth Partners Technology Sector Spdr Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 250 shares of XLK stock, worth $63,250. This represents 0.01% of its overall portfolio holdings.
Number of Shares
250
Previous 256
2.34%
Holding current value
$63,250
Previous $59,000
13.56%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding XLK
# of Institutions
2,409Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$3.26 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.82 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.49 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.87 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.36 Billion0.21% of portfolio