Serenus Wealth Advisors, LLC Technology Sector Spdr Transaction History
Serenus Wealth Advisors, LLC
- $603 Billion
- Q1 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 49,733 shares of XLK stock, worth $11.6 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
49,733
Previous 54,963
9.52%
Holding current value
$11.6 Million
Previous $12.8 Billion
19.65%
% of portfolio
1.7%
Previous 2.22%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,406Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$2.99 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.59 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.28 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.72 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.25 Billion0.21% of portfolio