Peninsula Wealth, LLC Technology Sector Spdr Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Peninsula Wealth, LLC holds 950 shares of XLK stock, worth $214,253. This represents 0.04% of its overall portfolio holdings.

Number of Shares

950

Holding current value

$214,253

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$220.26 - $241.44 $209,247 - $229,368	950 New	950 $220,000

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

$2.82 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.48 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.22 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.69 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.29 Billion
0.36% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Peninsula Wealth, LLC Technology Sector Spdr Transaction History