Morton Brown Family Wealth, LLC Technology Sector Spdr Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 66 shares of XLK stock, worth $13,800. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66
Previous 66
-0.0%
Holding current value
$13,800
Previous $15,000
13.33%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,400Shares Held
184MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.62 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.3 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.06 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.56 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio