Sage View Advisory Group, LLC Technology Sector Spdr Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,250 shares of XLK stock, worth $758,290. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,250
Previous 2,840
14.44%
Holding current value
$758,290
Previous $358 Million
105.55%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,216Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.12 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.21 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.65 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.27 Billion0.44% of portfolio