Pds Planning, Inc Technology Sector Spdr Transaction History
Pds Planning, Inc
- $1.42 Billion
- Q3 2025
A detailed history of Pds Planning, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Pds Planning, Inc holds 4,236 shares of XLK stock, worth $1.22 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,236
Previous 5,391
21.42%
Holding current value
$1.22 Million
Previous $1.37 Million
12.6%
% of portfolio
0.08%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding XLK
# of Institutions
2,614Shares Held
185MCall 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