Beaird Harris Wealth Management, LLC Technology Sector Spdr Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 659 shares of XLK stock, worth $189,890. This represents 0.01% of its overall portfolio holdings.
Number of Shares
659
Previous 1,659
60.28%
Holding current value
$189,890
Previous $420,000
55.95%
% of portfolio
0.01%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares 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