Sky Oak Wealth, LLC Technology Sector Spdr Transaction History
Sky Oak Wealth, LLC
- $417 Million
- Q1 2024
A detailed history of Sky Oak Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 37,510 shares of XLK stock, worth $8.49 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
37,510
Previous 37,674
0.44%
Holding current value
$8.49 Million
Previous $7.25 Million
7.74%
% of portfolio
1.87%
Previous 1.89%
Shares
18 transactions
Others Institutions Holding XLK
# of Institutions
2,106Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.93 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.41 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.03 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.55 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.15 Billion0.27% of portfolio