Forza Wealth Management, LLC Technology Sector Spdr Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 3,861 shares of XLK stock, worth $852,779. This represents 0.45% of its overall portfolio holdings.
Number of Shares
3,861
Previous 3,861
-0.0%
Holding current value
$852,779
Previous $804 Million
8.62%
% of portfolio
0.45%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,119Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.86 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.35 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$1.99 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.52 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.12 Billion0.27% of portfolio