Monterey Private Wealth, Inc. Technology Sector Spdr Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,053 shares of XLK stock, worth $246,517. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,053
Previous 1,053
-0.0%
Holding current value
$246,517
Previous $237,000
2.95%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,262Shares Held
170MCall 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$2.52 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.26 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.64 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.29 Billion0.33% of portfolio