R Pg Family Wealth Advisory, LLC Technology Sector Spdr Transaction History
R Pg Family Wealth Advisory, LLC
- $285 Million
- Q2 2024
A detailed history of R Pg Family Wealth Advisory, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 7,002 shares of XLK stock, worth $1.58 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
7,002
Previous 6,619
5.79%
Holding current value
$1.58 Million
Previous $1.38 Million
14.95%
% of portfolio
0.56%
Previous 0.47%
Shares
16 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 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