Intrepid Financial Planning Group LLC Technology Sector Spdr Transaction History
Intrepid Financial Planning Group LLC
- $235 Million
- Q3 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 3,603 shares of XLK stock, worth $1.04 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,603
Previous 3,752
3.97%
Holding current value
$1.04 Million
Previous $950,000
6.84%
% of portfolio
0.43%
Previous 0.42%
Shares
13 transactions
Others Institutions Holding XLK
# of Institutions
2,627Shares Held
190MCall 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