Atlantic Edge Private Wealth Management, LLC Technology Sector Spdr Transaction History
Atlantic Edge Private Wealth Management, LLC
- $403 Billion
- Q4 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,606 shares of XLK stock, worth $750,918. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,606
Previous 1,853
40.64%
Holding current value
$750,918
Previous $522 Million
28.16%
% of portfolio
0.09%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,648Shares Held
198MCall 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