Shepherd Financial Partners LLC Technology Sector Spdr Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 41,584 shares of XLK stock, worth $9.98 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
41,584
Previous 41,344
0.58%
Holding current value
$9.98 Million
Previous $9.33 Million
3.6%
% of portfolio
1.17%
Previous 1.13%
Shares
30 transactions
Others Institutions Holding XLK
# of Institutions
2,374Shares Held
181MCall Options Held
14.2MPut Options Held
17M-
Bank Of America Corp Charlotte, NC12.5MShares$3 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.64 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.37 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.79 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.38 Billion0.36% of portfolio