Modern Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Modern Wealth Management, LLC holds 22,565 shares of XLC stock, worth $2.51 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,565
Previous 31,146
27.55%
Holding current value
$2.51 Million
Previous $3.38 Million
78924.94%
% of portfolio
0.05%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio