Foundation Wealth Management, LLC Technology Sector Spdr Transaction History
Foundation Wealth Management, LLC
- $132 Billion
- Q3 2024
A detailed history of Foundation Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 1,822 shares of XLK stock, worth $423,013. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,822
Previous 3,095
41.13%
Holding current value
$423,013
Previous $700 Million
41.26%
% of portfolio
0.31%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,294Shares Held
172MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.93 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.24 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.62 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.28 Billion0.33% of portfolio