Iht Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Iht Wealth Management, LLC holds 94,603 shares of XLC stock, worth $10.7 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
94,603
Previous 75,717
24.94%
Holding current value
$10.7 Million
Previous $7.3 Million
40.61%
% of portfolio
0.3%
Previous 0.24%
Shares
27 transactions
Others Institutions Holding XLC
# of Institutions
1,262Shares Held
354MCall Options Held
1.76MPut Options Held
2.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$17 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43.9MShares$4.95 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.17 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.1 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$958 Million0.28% of portfolio