Leo Wealth, LLC Technology Sector Spdr Transaction History

Leo Wealth, LLC

$980 Billion
Q2 2024

A detailed history of Leo Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Leo Wealth, LLC holds 1,404 shares of XLK stock, worth $293,927. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,404

Holding current value

$293,927

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$192.53 - $231.41 $270,312 - $324,899	1,404 New	1,404 $320 Million

Others Institutions Holding XLK

# of Institutions

2,197

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

Bank Of America Corp Charlotte, NC

13.4M
Shares

$2.8 Billion
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.24 Billion
0.6% of portfolio
Morgan Stanley New York, NY

9.47M
Shares

$1.98 Billion
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

7.05M
Shares

$1.48 Billion
0.81% of portfolio
Envestnet Asset Management Inc

5.43M
Shares

$1.14 Billion
0.44% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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