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 $20.9 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
99,969
Previous 2,235
4372.89%
Holding current value
$20.9 Million
Previous $465,000
4763.44%
% of portfolio
1.73%
Previous 0.05%
Shares
27 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$2.8 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.24 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$1.98 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.48 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.14 Billion0.44% of portfolio