Bwm Planning, LLC Technology Sector Spdr Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bwm Planning, LLC holds 1,079 shares of XLK stock, worth $241,598. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,079

Holding current value

$241,598

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$197.34 - $237.68 $212,929 - $256,456	1,079 New	1,079 $243 Million

Others Institutions Holding XLK

# of Institutions

2,217

Shares Held

172M

Call Options Held

13.5M

Put Options Held

14.8M

Bank Of America Corp Charlotte, NC

13.4M
Shares

$3 Billion
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.4 Billion
0.6% of portfolio
Morgan Stanley New York, NY

9.47M
Shares

$2.12 Billion
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

7.05M
Shares

$1.58 Billion
0.81% of portfolio
Envestnet Asset Management Inc

5.43M
Shares

$1.22 Billion
0.44% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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