Phillips Wealth Planners LLC Technology Sector Spdr Transaction History
Phillips Wealth Planners LLC
- $94.6 Billion
- Q1 2025
A detailed history of Phillips Wealth Planners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 7,773 shares of XLK stock, worth $1.63 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
7,773
Previous 6,616
17.49%
Holding current value
$1.63 Million
Previous $1.51 Billion
1.86%
% of portfolio
1.63%
Previous 1.51%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,400Shares Held
184MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.62 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.3 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.06 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.56 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio