Iht Wealth Management, LLC Technology Sector Spdr Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 120,727 shares of XLK stock, worth $27.2 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
120,727
Previous 123,691
2.4%
Holding current value
$27.2 Million
Previous $25.8 Million
6.02%
% of portfolio
1.04%
Previous 1.0%
Shares
28 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 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