Delap Wealth Advisory, LLC Technology Sector Spdr Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,396 shares of XLK stock, worth $402,257. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,396
Previous 1,423
1.9%
Holding current value
$402,257
Previous $360 Million
10.26%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
184MCall 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