Martel Wealth Advisors Inc Technology Sector Spdr Transaction History
Martel Wealth Advisors Inc
- $512 Billion
- Q4 2024
A detailed history of Martel Wealth Advisors Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 1,518 shares of XLK stock, worth $331,743. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,518
Previous 1,518
-0.0%
Holding current value
$331,743
Previous $342 Million
3.21%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,412Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.73 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.4 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.16 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.63 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.25 Billion0.36% of portfolio