Mindset Wealth Management, LLC Technology Sector Spdr Transaction History
Mindset Wealth Management, LLC
- $367 Billion
- Q3 2025
A detailed history of Mindset Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 2,629 shares of XLK stock, worth $757,546. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,629
Previous 2,629
-0.0%
Holding current value
$757,546
Previous $666 Million
11.31%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,610Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio