One Ascent Family Office, LLC Technology Sector Spdr Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 2,742 shares of XLK stock, worth $790,107. This represents 0.79% of its overall portfolio holdings.
Number of Shares
2,742
Previous 2,282
20.16%
Holding current value
$790,107
Previous $578,000
33.56%
% of portfolio
0.79%
Previous 0.55%
Shares
3 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