Milestone Wealth, LLC Technology Sector Spdr Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestone Wealth, LLC holds 6,196 shares of XLK stock, worth $1.79 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
6,196
Previous 6,196
-0.0%
Holding current value
$1.79 Million
Previous $788,000
-0.0%
% of portfolio
0.84%
Previous 0.83%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
183MCall 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