Transform Wealth, LLC Technology Sector Spdr Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 99,969 shares of XLK stock, worth $21.6 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
99,969
Previous 2,235
4372.89%
Holding current value
$21.6 Million
Previous $465,000
4763.44%
% of portfolio
1.73%
Previous 0.05%
Shares
27 transactions
Others Institutions Holding XLK
# of Institutions
2,127Shares Held
174MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.8 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.48 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.1 Billion0.27% of portfolio