Lakeridge Wealth Management LLC Technology Sector Spdr Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,343 shares of XLK stock, worth $542,966. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,343
Previous 2,132
9.9%
Holding current value
$542,966
Previous $482 Million
9.65%
% of portfolio
0.29%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,288Shares Held
172MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.92 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.49 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.23 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.62 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.27 Billion0.33% of portfolio