Heartwood Wealth Advisors LLC Technology Sector Spdr Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 10,999 shares of XLK stock, worth $2.12 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,999
Previous 11,490
4.27%
Holding current value
$2.12 Million
Previous $2.67 Million
14.98%
% of portfolio
0.27%
Previous 0.3%
Shares
22 transactions
Others Institutions Holding XLK
# of Institutions
2,409Shares Held
181MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.41 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.12 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$1.9 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.44 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.1 Billion0.36% of portfolio