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 $378,019. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,524
Previous 2,603
35.38%
Holding current value
$378,019
Previous $251 Million
52.34%
% of portfolio
0.31%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding XLC
# of Institutions
1,246Shares Held
347MCall Options Held
2.97MPut Options Held
2.93M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$16.1 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43MShares$4.61 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.04 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$911 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.29MShares$889 Million0.19% of portfolio