Straight Path Wealth Management Technology Sector Spdr Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 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 1,375 shares of XLK stock, worth $294,167. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,375
Previous 1,374
0.07%
Holding current value
$294,167
Previous $310,000
2.9%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,415Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.68 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.35 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.11 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.6 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio