Iht Wealth Management, LLC Technology Sector Spdr Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
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 115,653 shares of XLK stock, worth $29.3 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
115,653
Previous 122,459
5.56%
Holding current value
$29.3 Million
Previous $28.5 Million
16.13%
% of portfolio
0.78%
Previous 0.95%
Shares
31 transactions
Others Institutions Holding XLK
# of Institutions
2,422Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$3.26 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.82 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.49 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.87 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.36 Billion0.21% of portfolio