Plan A Wealth LLC Technology Sector Spdr Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Plan A Wealth LLC holds 1,159 shares of XLK stock, worth $333,965. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,159
Previous 1,159
-0.0%
Holding current value
$333,965
Previous $293 Million
11.31%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
183MCall 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
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio