Total Wealth Planning & Management, Inc. Technology Sector Spdr Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 5,516 shares of XLK stock, worth $1.14 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
5,516Holding current value
$1.14 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,417Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.58 Billion0.25% of portfolio
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Wells Fargo & Company San Francisco, CA11MShares$2.27 Billion0.59% of portfolio
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Morgan Stanley New York, NY9.86MShares$2.04 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC7.47MShares$1.54 Billion0.73% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.18 Billion0.36% of portfolio