Ullmann Wealth Partners Group, LLC Technology Sector Spdr Transaction History
Ullmann Wealth Partners Group, LLC
- $905 Million
- Q3 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 4,900 shares of XLK stock, worth $1.41 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,900
Previous 2,256
117.2%
Holding current value
$1.41 Million
Previous $571,000
141.86%
% of portfolio
0.15%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares Held
184MCall Options Held
9.53MPut Options Held
14.1M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio