Frg Family Wealth Advisors LLC Technology Sector Spdr Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 1,349 shares of XLK stock, worth $302,054. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,349
Previous 1,349
-0.0%
Holding current value
$302,054
Previous $280,000
8.93%
% of portfolio
0.04%
Previous 0.05%
Shares
1 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