Lake Point Wealth Management Technology Sector Spdr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Lake Point Wealth Management holds 44 shares of XLK stock, worth $10,382. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 19
131.58%
Holding current value
$10,382
Previous $3,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.98 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.27 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.65 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.3 Billion0.33% of portfolio