Lodestone Wealth Management LLC Technology Sector Spdr Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,485 shares of XLK stock, worth $596,325. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,485
Previous 2,483
0.08%
Holding current value
$596,325
Previous $561 Million
3.07%
% of portfolio
0.29%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding XLK
# of Institutions
2,374Shares Held
181MCall Options Held
14.2MPut Options Held
17M-
Bank Of America Corp Charlotte, NC12.5MShares$3 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.64 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.37 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.79 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.38 Billion0.36% of portfolio