Rolek Wealth Management LLC Technology Sector Spdr Transaction History
Rolek Wealth Management LLC
- $133 Billion
- Q3 2025
A detailed history of Rolek Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Rolek Wealth Management LLC holds 1,312 shares of XLK stock, worth $378,052. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,311
0.08%
Holding current value
$378,052
Previous $332 Million
11.45%
% of portfolio
0.28%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,643Shares Held
193MCall 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