Dynamic Wealth Strategies, LLC Technology Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 116 shares of XLK stock, worth $27,068. This represents 0.02% of its overall portfolio holdings.
Number of Shares
116
Previous 116
-0.0%
Holding current value
$27,068
Previous $24,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,221Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.12 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.21 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.63 Billion0.72% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.23 Billion0.39% of portfolio