Curtis Advisory Group, LLC Technology Sector Spdr Transaction History
Curtis Advisory Group, LLC
- $256 Million
- Q1 2024
A detailed history of Curtis Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,489 shares of XLK stock, worth $353,905. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,489
Previous 1,707
12.77%
Holding current value
$353,905
Previous $328,000
5.49%
% of portfolio
0.12%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,116Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$3.08 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.53 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.14 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.63 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.21 Billion0.27% of portfolio