High Net Worth Advisory Group LLC Technology Sector Spdr Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 2,860 shares of XLK stock, worth $760,531. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,860
Previous 2,861
0.03%
Holding current value
$760,531
Previous $590,000
22.71%
% of portfolio
0.2%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding XLK
# of Institutions
2,464Shares Held
282MCall Options Held
9.05MPut Options Held
14.7M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$26.9 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.42 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.96 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.61 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.97 Billion0.62% of portfolio