Talisman Wealth Advisors LLC Technology Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $120 Million
- Q3 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,066 shares of XLK stock, worth $595,317. This represents 0.48% of its overall portfolio holdings.
Number of Shares
2,066
Previous 2,165
4.57%
Holding current value
$595,317
Previous $548,000
6.2%
% of portfolio
0.48%
Previous 0.5%
Shares
11 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