Turtle Creek Wealth Advisors, LLC Technology Sector Spdr Transaction History
Turtle Creek Wealth Advisors, LLC
- $408 Billion
- Q1 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 62,076 shares of XLK stock, worth $14.5 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
62,076
Previous 62,032
0.07%
Holding current value
$14.5 Million
Previous $11.9 Billion
8.28%
% of portfolio
3.17%
Previous 3.51%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,117Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$3.03 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.1 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.6 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.19 Billion0.27% of portfolio