Verity Wealth Advisors Technology Sector Spdr Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Verity Wealth Advisors holds 1,575 shares of XLK stock, worth $354,831. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,575
Previous 1,575
-0.0%
Holding current value
$354,831
Previous $356,000
0.28%
% of portfolio
0.25%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio