David Katz Technology Sector Spdr Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 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 1,230 shares of XLK stock, worth $278,262. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,230
Previous 1,230
-0.0%
Holding current value
$278,262
Previous $236,000
8.47%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,106Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.93 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.41 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.03 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.55 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.15 Billion0.27% of portfolio