Private Wealth Partners, LLC Technology Sector Spdr Transaction History
Private Wealth Partners, LLC
- $1.19 Billion
- Q1 2025
A detailed history of Private Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,793 shares of XLK stock, worth $654,008. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,793
Previous 2,775
0.65%
Holding current value
$654,008
Previous $645,000
10.7%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,406Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$3.02 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.61 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.3 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.73 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.26 Billion0.21% of portfolio