Private Wealth Asset Management, LLC Technology Sector Spdr Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 5,933 shares of XLK stock, worth $1.71 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,933
Previous 5,068
17.07%
Holding current value
$1.71 Million
Previous $1.28 Billion
99.87%
% of portfolio
0.21%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio