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

Exencial Wealth Advisors, LLC

$2.72 Billion
Q3 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

2,299

Shares Held

172M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.91 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.48 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.23 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.62 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.27 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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