Fiduciary Planning LLC Technology Sector Spdr Transaction History
Fiduciary Planning LLC
- $257 Million
- Q3 2025
A detailed history of Fiduciary Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fiduciary Planning LLC holds 51,253 shares of XLK stock, worth $14.8 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
51,253
Previous 51,537
0.55%
Holding current value
$14.8 Million
Previous $13.1 Million
10.7%
% of portfolio
5.63%
Previous 5.56%
Shares
9 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares 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