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 $814,184. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,860
Previous 2,861
0.03%
Holding current value
$814,184
Previous $590,000
22.71%
% of portfolio
0.2%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding XLK
# of Institutions
2,518Shares 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