Total Wealth Planning & Management, Inc. Select Sector Spdr Tr Communic Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,524 shares of XLC stock, worth $392,326. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,524
Previous 2,603
35.38%
Holding current value
$392,326
Previous $251 Million
52.34%
% of portfolio
0.31%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio