Intrepid Financial Planning Group LLC Technology Sector Spdr Transaction History
Intrepid Financial Planning Group LLC
- $224 Million
- Q2 2025
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 3,752 shares of XLK stock, worth $1.07 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,752
Previous 3,752
-0.0%
Holding current value
$1.07 Million
Previous $774,000
22.74%
% of portfolio
0.42%
Previous 0.38%
Shares
12 transactions
Others Institutions Holding XLK
# of Institutions
2,518Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio