Independence Wealth Advisors, LLC Technology Sector Spdr Transaction History
Independence Wealth Advisors, LLC
- $178 Billion
- Q4 2025
A detailed history of Independence Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 138,203 shares of XLK stock, worth $39.8 Million. This represents 11.19% of its overall portfolio holdings.
Number of Shares
138,203Holding current value
$39.8 Million% of portfolio
11.19%Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,621Shares Held
186MCall 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
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Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
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Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio