Vertex Planning Partners, LLC Technology Sector Spdr Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 40,356 shares of XLK stock, worth $9.08 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
40,356
Previous 38,968
3.56%
Holding current value
$9.08 Million
Previous $8.12 Billion
12.49%
% of portfolio
2.37%
Previous 2.25%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 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