Epg Wealth Management LLC Technology Sector Spdr Transaction History
Epg Wealth Management LLC
- $372 Billion
- Q4 2025
A detailed history of Epg Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Epg Wealth Management LLC holds 32,071 shares of XLK stock, worth $9.24 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
32,071
Previous 15,950
101.07%
Holding current value
$9.24 Million
Previous $4.5 Billion
2.71%
% of portfolio
1.24%
Previous 1.24%
Shares
25 transactions
Others Institutions Holding XLK
# of Institutions
2,653Shares Held
211MCall Options Held
9.85MPut Options Held
14.3M-
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
-
Ubs Group Ag9.23MShares$2.66 Billion0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio