Total Wealth Planning & Management, Inc. Select Sector Spdr Tr Communic Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,524 shares of XLC stock, worth $402,335. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,524
Previous 2,603
35.38%
Holding current value
$402,335
Previous $251 Million
52.34%
% of portfolio
0.31%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding XLC
# of Institutions
1,276Shares Held
203MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$5.01 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$970 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.49MShares$970 Million0.2% of portfolio