Turtle Creek Wealth Advisors, LLC Technology Sector Spdr Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 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 6,149 shares of XLK stock, worth $1.46 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,149
Previous 5,789
6.22%
Holding current value
$1.46 Million
Previous $1.31 Billion
6.0%
% of portfolio
0.28%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,226Shares Held
172MCall Options Held
13.3MPut Options Held
14.7M-
Bank Of America Corp Charlotte, NC13.4MShares$3.18 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.25 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.66 Billion0.72% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.25 Billion0.39% of portfolio