Milestones Private Investment Advisors LLC Technology Sector Spdr Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 15,648 shares of XLK stock, worth $4.45 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
15,648
Previous 15,659
0.07%
Holding current value
$4.45 Million
Previous $3.97 Billion
11.23%
% of portfolio
3.01%
Previous 2.94%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,531Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio