Heritage Family Offices, LLP Technology Sector Spdr Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,898 shares of XLK stock, worth $687,289. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,895
0.1%
Holding current value
$687,289
Previous $655 Million
0.09%
% of portfolio
0.34%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,226Shares Held
172MCall Options Held
13.3MPut Options Held
14.7M-
Bank Of America Corp Charlotte, NC13.4MShares$3.18 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.25 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.66 Billion0.72% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.25 Billion0.39% of portfolio