Wealth Dimensions Group, Ltd. Technology Sector Spdr Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 2025
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 1,048 shares of XLK stock, worth $301,981. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,048
Previous 974
7.6%
Holding current value
$301,981
Previous $246,000
19.92%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
184MCall Options Held
9.53MPut Options Held
14.1M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio