Iron Horse Wealth Management, LLC Technology Sector Spdr Transaction History

Iron Horse Wealth Management, LLC

$270 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	BUY	$161.97 - $180.26 $3,401 - $3,785	21 New	21 $3,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.92 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.49 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.23 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.62 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.27 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.