Root Financial Partners, LLC Technology Sector Spdr Transaction History

Root Financial Partners, LLC

$427 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$184.12 - $211.02 $264,948 - $303,657	1,439 New	1,439 $300 Million

Others Institutions Holding XLK

# of Institutions

2,199

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

Bank Of America Corp Charlotte, NC

13.4M
Shares

$3.02 Billion
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.41 Billion
0.6% of portfolio
Morgan Stanley New York, NY

9.47M
Shares

$2.13 Billion
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

7.05M
Shares

$1.59 Billion
0.81% of portfolio
Envestnet Asset Management Inc

5.43M
Shares

$1.22 Billion
0.44% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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