Jessup Wealth Management, Inc Technology Sector Spdr Transaction History
Jessup Wealth Management, Inc
- $269 Billion
- Q3 2025
A detailed history of Jessup Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 19,023 shares of XLK stock, worth $5.48 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
19,023
Previous 18,587
2.35%
Holding current value
$5.48 Million
Previous $4.71 Billion
13.92%
% of portfolio
2.0%
Previous 1.89%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,614Shares 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