Soa Wealth Advisors, Llc. Technology Sector Spdr Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,300 shares of XLK stock, worth $479,481. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,300
Previous 2,393
3.89%
Holding current value
$479,481
Previous $556,000
14.75%
% of portfolio
0.06%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding XLK
# of Institutions
2,404Shares Held
180MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.61 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.29 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.06 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.56 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio