Valley Financial Management, Inc. Technology Sector Spdr Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Valley Financial Management, Inc. holds 19,464 shares of XLK stock, worth $5.61 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
19,464
Previous 19,009
2.39%
Holding current value
$5.61 Million
Previous $2.87 Billion
17.89%
% of portfolio
1.75%
Previous 1.77%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares Held
183MCall 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