Ridgecrest Wealth Partners, LLC Technology Sector Spdr Transaction History
Ridgecrest Wealth Partners, LLC
- $166 Million
- Q2 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,305 shares of XLK stock, worth $294,003. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,305
Previous 1,285
1.56%
Holding current value
$294,003
Previous $267,000
10.49%
% of portfolio
0.18%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio