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 $324,155. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,300
-0.0%
Holding current value
$324,155
Previous $302 Million
11.2%
% of portfolio
0.21%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,407Shares Held
177MCall Options Held
9.73MPut Options Held
15.2M-
Bank Of America Corp Charlotte, NC12.9MShares$3.21 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.45 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.84 Billion0.62% of portfolio
-
Ubs Group Ag5.37MShares$1.34 Billion0.21% of portfolio