Lakeridge Wealth Management LLC Technology Sector Spdr Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,395 shares of XLK stock, worth $691,580. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,395
Previous 2,449
2.2%
Holding current value
$691,580
Previous $506 Million
19.93%
% of portfolio
0.28%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,502Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$29.2 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.73 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.46 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.23 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.19 Billion0.68% of portfolio