Selective Wealth Management, Inc. Technology Sector Spdr Transaction History
Selective Wealth Management, Inc.
- $233 Million
- Q1 2024
A detailed history of Selective Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,566 shares of XLK stock, worth $1.28 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
5,566Holding current value
$1.28 Million% of portfolio
0.5%Shares
8 transactions
Others Institutions Holding XLK
# of Institutions
2,109Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.97 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.44 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.06 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.57 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.16 Billion0.27% of portfolio