Iht Wealth Management, LLC Technology Sector Spdr Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 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 114,080 shares of XLK stock, worth $32.9 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
114,080
Previous 113,322
0.67%
Holding current value
$32.9 Million
Previous $28.7 Million
12.05%
% of portfolio
0.87%
Previous 0.83%
Shares
33 transactions
Others Institutions Holding XLK
# of Institutions
2,613Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio