Vision Point Advisory Group, LLC Technology Sector Spdr Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 2,985 shares of XLK stock, worth $849,769. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,985
Previous 3,290
9.27%
Holding current value
$849,769
Previous $833,000
0.96%
% of portfolio
0.18%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,518Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio