San Luis Wealth Advisors LLC Technology Sector Spdr Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 20,319 shares of XLK stock, worth $4.19 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
20,319
Previous 20,915
2.85%
Holding current value
$4.19 Million
Previous $4.86 Million
13.74%
% of portfolio
0.95%
Previous 0.92%
Shares
15 transactions
Others Institutions Holding XLK
# of Institutions
2,414Shares 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