Diversify Wealth Management, LLC Technology Sector Spdr Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 21,864 shares of XLK stock, worth $5.05 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,864
Previous 23,028
5.05%
Holding current value
$5.05 Million
Previous $5.27 Billion
13.22%
% of portfolio
0.34%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,407Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$2.97 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.57 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.27 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.71 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.24 Billion0.21% of portfolio