Foundation Wealth Management, LLC Technology Sector Spdr Transaction History
Foundation Wealth Management, LLC
- $132 Billion
- Q3 2024
A detailed history of Foundation Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 1,822 shares of XLK stock, worth $407,964. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,822
Previous 3,095
41.13%
Holding current value
$407,964
Previous $700 Million
41.26%
% of portfolio
0.31%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,217Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.4 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.12 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.58 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio