Wealth Dimensions Group, Ltd. Technology Sector Spdr Transaction History
Wealth Dimensions Group, Ltd.
- $350 Million
- Q2 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 974 shares of XLK stock, worth $219,432. This represents 0.06% of its overall portfolio holdings.
Number of Shares
974
Previous 998
2.4%
Holding current value
$219,432
Previous $207,000
6.28%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 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