Waterfront Wealth Inc. Technology Sector Spdr Transaction History

Waterfront Wealth Inc.

$400 Million
Q3 2024

A detailed history of Waterfront Wealth Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 1,348 shares of XLK stock, worth $322,239. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,348

Holding current value

$322,239

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$197.34 - $237.68 $266,014 - $320,392	1,348 New	1,348 $304,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$3.02 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.57 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.3 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.67 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.31 Billion
0.33% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Waterfront Wealth Inc. Technology Sector Spdr Transaction History