Measured Wealth Private Client Group, LLC Technology Sector Spdr Transaction History
Measured Wealth Private Client Group, LLC
- $283 Million
- Q2 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 47,275 shares of XLK stock, worth $10.6 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
47,275
Previous 41,535
13.82%
Holding current value
$10.6 Million
Previous $8.65 Million
23.64%
% of portfolio
3.78%
Previous 3.04%
Shares
14 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio