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 $1.33 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
6,196
Previous 6,196
-0.0%
Holding current value
$1.33 Million
Previous $788,000
-0.0%
% of portfolio
0.84%
Previous 0.83%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,414Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.68 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.35 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.11 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.6 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio