Precedent Wealth Partners, LLC Technology Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,840 shares of XLK stock, worth $379,739. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,840
Previous 1,840
-0.0%
Holding current value
$379,739
Previous $428 Million
11.2%
% of portfolio
0.11%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,413Shares Held
181MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.58 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.04 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.54 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.18 Billion0.36% of portfolio