Copia Wealth Management Technology Sector Spdr Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 1,805 shares of XLK stock, worth $376,288. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,805
Previous 2,195
17.77%
Holding current value
$376,288
Previous $510 Million
26.98%
% of portfolio
0.34%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,404Shares Held
180MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.61 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.29 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.06 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.56 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio