Straight Path Wealth Management Technology Sector Spdr Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Straight Path Wealth Management holds 1,374 shares of XLK stock, worth $314,247. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,374
Previous 897
53.18%
Holding current value
$314,247
Previous $202,000
53.47%
% of portfolio
0.15%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,232Shares Held
168MCall Options Held
13.8MPut Options Held
15.9M-
Bank Of America Corp Charlotte, NC12.6MShares$2.89 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.46 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.2 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.6 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.26 Billion0.33% of portfolio