Foundation Wealth Management, LLC Technology Sector Spdr Transaction History
Foundation Wealth Management, LLC
- $129 Billion
- Q4 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 $389,798. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,822
Previous 1,822
-0.0%
Holding current value
$389,798
Previous $411 Million
2.99%
% of portfolio
0.33%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,414Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.68 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.35 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.11 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.6 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio