True Wealth Design, LLC Technology Sector Spdr Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$143.97 - $174.63 $26,346 - $31,957	183 New	183 $31.8 Million

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.96 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.52 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.26 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.64 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.29 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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