Naviter Wealth, LLC Technology Sector Spdr Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Naviter Wealth, LLC holds 4,514 shares of XLK stock, worth $1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,514

Holding current value

$1 Million

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$220.26 - $241.44 $994,253 - $1.09 Million	4,514 New	4,514 $1.05 Million

Others Institutions Holding XLK

# of Institutions

2,404

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$2.79 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.45 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.2 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.66 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.28 Billion
0.36% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Naviter Wealth, LLC Technology Sector Spdr Transaction History