Milestone Wealth, LLC Technology Sector Spdr Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestone Wealth, LLC holds 6,196 shares of XLK stock, worth $1.45 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
6,196
Previous 6,196
-0.0%
Holding current value
$1.45 Million
Previous $788,000
-0.0%
% of portfolio
0.84%
Previous 0.83%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,239Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.95 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.25 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