Sargent Investment Group, LLC Technology Sector Spdr Transaction History

Sargent Investment Group, LLC

$546 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$116.56 - $136.15 $201,648 - $235,539	1,730 New	1,730 $215,000

Others Institutions Holding XLK

# of Institutions

2,240

Shares Held

168M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.95 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.51 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.25 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.63 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.28 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
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