Cornerstone Planning Group LLC Technology Sector Spdr Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
A detailed history of Cornerstone Planning Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 961 shares of XLK stock, worth $201,781. This represents 0.05% of its overall portfolio holdings.
Number of Shares
961
Previous 517
85.88%
Holding current value
$201,781
Previous $118 Million
61.73%
% of portfolio
0.05%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding XLK
# of Institutions
2,409Shares Held
185MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.63 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.31 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.07 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.57 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio