Holistic Planning, LLC Technology Sector Spdr Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 1,838 shares of XLK stock, worth $414,083. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,838
Previous 1,838
-0.0%
Holding current value
$414,083
Previous $383 Million
-0.0%
% of portfolio
0.29%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,201Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio