Jgp Wealth Management, LLC Technology Sector Spdr Transaction History
Jgp Wealth Management, LLC
- $771 Million
- Q4 2024
A detailed history of Jgp Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 1,830 shares of XLK stock, worth $393,285. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,830
Previous 1,830
-0.0%
Holding current value
$393,285
Previous $413,000
2.91%
% of portfolio
0.06%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,417Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.69 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.36 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.12 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.61 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio