Vestia Personal Wealth Advisors Technology Sector Spdr Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,300 shares of XLK stock, worth $272,961. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,300
-0.0%
Holding current value
$272,961
Previous $302 Million
11.2%
% of portfolio
0.21%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,404Shares Held
185MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.63 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.31 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.07 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.57 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio