Perfromance Wealth Partners, LLC Technology Sector Spdr Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,765 shares of XLK stock, worth $389,129. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,765
Previous 1,765
-0.0%
Holding current value
$389,129
Previous $367,000
8.72%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.95 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.36 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.09 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.56 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.2 Billion0.44% of portfolio