Summit Wealth Group LLC / CO Technology Sector Spdr Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Technology Sector Spdr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 1,758 shares of XLK stock, worth $500,467. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,758Holding current value
$500,467% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,523Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
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Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
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Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio