Principia Wealth Advisory, LLC Technology Sector Spdr Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 29 shares of XLK stock, worth $8,356. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29
Previous 7
314.29%
Holding current value
$8,356
Previous $1.43 Million
414.65%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares 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