Dougherty Wealth Advisers LLC Technology Sector Spdr Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 500 shares of XLK stock, worth $106,980. This represents 0.09% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$106,980
Previous $112,000
3.57%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,417Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.68 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.35 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.11 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.6 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio