Talisman Wealth Advisors LLC Technology Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,708 shares of XLK stock, worth $552,215. This represents 0.71% of its overall portfolio holdings.
Number of Shares
2,708
Previous 2,706
0.07%
Holding current value
$552,215
Previous $563,000
8.7%
% of portfolio
0.71%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.73 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.18 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$1.93 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.44 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.11 Billion0.44% of portfolio