Iht Wealth Management, LLC Technology Sector Spdr Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 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 113,322 shares of XLK stock, worth $31.5 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
113,322
Previous 115,653
2.02%
Holding current value
$31.5 Million
Previous $23.9 Million
20.17%
% of portfolio
0.83%
Previous 0.78%
Shares
32 transactions
Others Institutions Holding XLK
# of Institutions
2,503Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$28.1 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.6 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.34 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.12 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.11 Billion0.68% of portfolio