Worth Financial Advisory Group, LLC Technology Sector Spdr Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 2,911 shares of XLK stock, worth $611,222. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,911
Previous 3,068
5.12%
Holding current value
$611,222
Previous $713 Million
15.74%
% of portfolio
0.38%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding XLK
# of Institutions
2,404Shares Held
185MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.63 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.31 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.07 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.57 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio