Gratus Wealth Advisors, LLC Technology Sector Spdr Transaction History
Gratus Wealth Advisors, LLC
- $625 Billion
- Q4 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 126,519 shares of XLK stock, worth $27.1 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
126,519
Previous 124,737
1.43%
Holding current value
$27.1 Million
Previous $27.9 Billion
5.41%
% of portfolio
4.71%
Previous 4.56%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,417Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.68 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.35 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.11 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.6 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio