Us Advisors Wealth Management, LLC Technology Sector Spdr Transaction History
Us Advisors Wealth Management, LLC
- $265 Million
- Q1 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 31,149 shares of XLK stock, worth $7.25 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
31,149
Previous 26,093
19.38%
Holding current value
$7.25 Million
Previous $5.02 Million
29.47%
% of portfolio
2.45%
Previous 2.09%
Shares
17 transactions
Others Institutions Holding XLK
# of Institutions
2,112Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$3.01 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.48 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.09 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.6 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.18 Billion0.27% of portfolio