Pb Mares Wealth Management LLC Technology Sector Spdr Transaction History
Pb Mares Wealth Management LLC
- $609 Million
- Q3 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,232 shares of XLK stock, worth $931,300. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,232
Previous 2,603
24.16%
Holding current value
$931,300
Previous $659,000
38.09%
% of portfolio
0.15%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,613Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio