Fairhaven Wealth Management, LLC Technology Sector Spdr Transaction History
Fairhaven Wealth Management, LLC
- $325 Million
- Q3 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 1,085 shares of XLK stock, worth $251,687. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,085
Previous 1,174
7.58%
Holding current value
$251,687
Previous $265,000
7.92%
% of portfolio
0.07%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,242Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.93 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.49 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.24 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.62 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.28 Billion0.33% of portfolio