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 $683,812. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,895
0.1%
Holding current value
$683,812
Previous $655 Million
0.09%
% of portfolio
0.34%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.98 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.27 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.65 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.3 Billion0.33% of portfolio