Selective Wealth Management, Inc. Technology Sector Spdr Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 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 5,541 shares of XLK stock, worth $1.31 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,541
Previous 5,576
0.63%
Holding current value
$1.31 Million
Previous $1.26 Million
0.87%
% of portfolio
0.52%
Previous 0.56%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.98 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.27 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.65 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.3 Billion0.33% of portfolio