Mindset Wealth Management, LLC Technology Sector Spdr Transaction History
Mindset Wealth Management, LLC
- $257 Billion
- Q1 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 1,460 shares of XLK stock, worth $337,128. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,460
Previous 1,459
0.07%
Holding current value
$337,128
Previous $339 Million
11.14%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,407Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$2.97 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.57 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.27 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.71 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.24 Billion0.21% of portfolio