Geometric Wealth Advisors Technology Sector Spdr Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
A detailed history of Geometric Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Geometric Wealth Advisors holds 4,078 shares of XLK stock, worth $1.16 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,078
Previous 4,078
-0.0%
Holding current value
$1.16 Million
Previous $842,000
22.57%
% of portfolio
0.17%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,516Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio