Oak Harbor Wealth Partners, LLC Technology Sector Spdr Transaction History
Oak Harbor Wealth Partners, LLC
- $395 Million
- Q3 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 929 shares of XLK stock, worth $267,691. This represents 0.07% of its overall portfolio holdings.
Number of Shares
929
Previous 793
17.15%
Holding current value
$267,691
Previous $200,000
30.5%
% of portfolio
0.07%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares 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