Moss Adams Wealth Advisors LLC Technology Sector Spdr Transaction History
Moss Adams Wealth Advisors LLC
- $725 Billion
- Q2 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 8,466 shares of XLK stock, worth $1.9 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,466
Previous 9,202
8.0%
Holding current value
$1.9 Million
Previous $1.92 Billion
0.07%
% of portfolio
0.26%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio