Exencial Wealth Advisors, LLC Technology Sector Spdr Call Options Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
Q4 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2021 Feb 10, 2022	BUY	$148.06 - $176.65 $44,418 - $52,995	300 New	300 $52,000

Others Institutions Holding XLK

# of Institutions

2,374

Shares Held

181M

Call Options Held

14.2M

Put Options Held

17M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$3 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.64 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.37 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.79 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.38 Billion
0.36% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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