Plan A Wealth LLC Technology Sector Spdr Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Plan A Wealth LLC holds 1,159 shares of XLK stock, worth $342,009. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,159
Previous 1,159
-0.0%
Holding current value
$342,009
Previous $293 Million
11.31%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,551Shares Held
183MCall Options Held
9.76MPut Options Held
15.5M-
Bank Of America Corp Charlotte, NC12.9MShares$3.81 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.54 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.3 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.24 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.56 Billion0.46% of portfolio