Intrepid Financial Planning Group LLC Technology Sector Spdr Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q3 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 30,928 shares of XLK stock, worth $7.07 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
30,928
Previous 35,549
13.0%
Holding current value
$7.07 Million
Previous $8.04 Million
13.18%
% of portfolio
3.01%
Previous 3.47%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,238Shares Held
168MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.89 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.46 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.2 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.6 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.26 Billion0.33% of portfolio