Dougherty Wealth Advisers LLC Technology Sector Spdr Transaction History
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
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 $115,455. This represents 0.08% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$115,455
Previous $116,000
11.21%
% of portfolio
0.08%
Previous 0.09%
Shares
1 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