Geometric Wealth Advisors Technology Sector Spdr Transaction History
Geometric Wealth Advisors
- $688 Million
- Q3 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 $1.18 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,078
Previous 4,078
-0.0%
Holding current value
$1.18 Million
Previous $1.03 Million
11.34%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio