David Katz Technology Sector Spdr Transaction History
Matrix Asset Advisors Inc
- $882 Million
- Q3 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Technology Sector Spdr stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 1,180 shares of XLK stock, worth $274,043. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,180
Previous 1,180
-0.0%
Holding current value
$274,043
Previous $266,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.93 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.24 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.63 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.28 Billion0.33% of portfolio