Serenus Wealth Advisors, LLC Technology Sector Spdr Transaction History
Serenus Wealth Advisors, LLC
- $591 Billion
- Q2 2025
A detailed history of Serenus Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 30,308 shares of XLK stock, worth $8.63 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
30,308
Previous 49,733
39.06%
Holding current value
$8.63 Million
Previous $10.3 Billion
25.26%
% of portfolio
1.3%
Previous 1.7%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,511Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio