Cornerstone Planning Group LLC Technology Sector Spdr Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
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 807 shares of XLK stock, worth $164,563. This represents 0.05% of its overall portfolio holdings.
Number of Shares
807
Previous 643
25.51%
Holding current value
$164,563
Previous $130 Million
22.67%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.73 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.18 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$1.93 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.44 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.11 Billion0.44% of portfolio