Daner Wealth Management, LLC Technology Sector Spdr Transaction History
Daner Wealth Management, LLC
- $150 Million
- Q3 2025
A detailed history of Daner Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Daner Wealth Management, LLC holds 5,326 shares of XLK stock, worth $1.52 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
5,326
Previous 5,323
0.06%
Holding current value
$1.52 Million
Previous $1.43 Billion
99.89%
% of portfolio
1.0%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,518Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio