Bsw Wealth Partners Technology Sector Spdr Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
A detailed history of Bsw Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Bsw Wealth Partners holds 1,583 shares of XLK stock, worth $381,012. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,583
Previous 1,308
21.02%
Holding current value
$381,012
Previous $295,000
21.02%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$3.04 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.59 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.32 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.68 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.32 Billion0.33% of portfolio