Planned Solutions, Inc. Technology Sector Spdr Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$125.83 - $138.59 $90,849 - $100,061	-722 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$104.66 - $127.03 $75,564 - $91,715	722 New	722 $84,000

Others Institutions Holding XLK

# of Institutions

2,404

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$2.79 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.45 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.2 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.66 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.28 Billion
0.36% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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