Milestone Asset Management, LLC Technology Sector Spdr Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,141 shares of XLK stock, worth $717,749. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,141
Previous 3,049
3.02%
Holding current value
$717,749
Previous $688 Million
6.12%
% of portfolio
0.16%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,401Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.86 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.51 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.25 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.71 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.31 Billion0.36% of portfolio