Dopkins Wealth Management, LLC Technology Sector Spdr Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 3,900 shares of XLK stock, worth $892,242. This represents 0.73% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$892,242
Previous $882,000
0.23%
% of portfolio
0.73%
Previous 0.56%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,248Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.89 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.46 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.21 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.6 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.26 Billion0.33% of portfolio