Mowery & Schoenfeld Wealth Management, LLC Technology Sector Spdr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 400 shares of XLK stock, worth $94,384. This represents 0.14% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$94,384
Previous $90.5 Million
0.21%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.98 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.27 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.65 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.3 Billion0.33% of portfolio