Dougherty Wealth Advisers LLC Technology Sector Spdr Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 500 shares of XLK stock, worth $115,405. This represents 0.09% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$115,405
Previous $112,000
3.57%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,299Shares Held
172MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.91 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.48 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.23 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.62 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.27 Billion0.33% of portfolio