Martel Wealth Advisors Inc Technology Sector Spdr Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 1,518 shares of XLK stock, worth $348,214. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,518
Previous 2,368
35.9%
Holding current value
$348,214
Previous $536 Million
36.16%
% of portfolio
0.07%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,203Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.07 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.45 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.17 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.62 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.25 Billion0.44% of portfolio