Sage View Advisory Group, LLC Technology Sector Spdr Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,981 shares of XLK stock, worth $688,342. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,981
Previous 3,312
9.99%
Holding current value
$688,342
Previous $770 Million
20.08%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,407Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$2.97 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.57 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.27 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.71 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.24 Billion0.21% of portfolio