Simplicity Wealth,Llc Technology Sector Spdr Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Technology Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,205 shares of XLK stock, worth $4.67 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,205
Previous 24,197
33.03%
Holding current value
$4.67 Million
Previous $6.13 Million
25.46%
% of portfolio
0.29%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares Held
184MCall 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