Oakwell Private Wealth Management, LLC Technology Sector Spdr Transaction History
Oakwell Private Wealth Management, LLC
- $354 Million
- Q2 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 2,058 shares of XLK stock, worth $463,646. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,058
Previous 2,058
-0.0%
Holding current value
$463,646
Previous $428,000
8.64%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 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