Diversify Wealth Management, LLC Technology Sector Spdr Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 23,023 shares of XLK stock, worth $6.56 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
23,023
Previous 21,864
5.3%
Holding current value
$6.56 Million
Previous $4.57 Billion
35.07%
% of portfolio
0.38%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,494Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$28.8 Billion3.09% of portfolio
-
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