Primoris Wealth Advisors, LLC Technology Sector Spdr Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 1,541 shares of XLK stock, worth $409,782. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,541
Previous 1,541
-0.0%
Holding current value
$409,782
Previous $318,000
22.64%
% of portfolio
0.29%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,464Shares Held
282MCall Options Held
9.05MPut Options Held
14.7M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$26.9 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.42 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.96 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.61 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.97 Billion0.62% of portfolio