Tcfg Wealth Management, LLC Technology Sector Spdr Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 2,646 shares of XLK stock, worth $546,081. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,646
Previous 2,574
2.8%
Holding current value
$546,081
Previous $599 Million
8.72%
% of portfolio
0.27%
Previous 0.3%
Shares
3 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