Transform Wealth, LLC Select Sector Spdr Tr Communic Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Transform Wealth, LLC holds 31,420 shares of XLC stock, worth $3.01 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
31,420
Previous 29,524
6.42%
Holding current value
$3.01 Million
Previous $2.86 Million
5.25%
% of portfolio
0.19%
Previous 0.16%
Shares
18 transactions
Others Institutions Holding XLC
# of Institutions
1,174Shares Held
184MCall Options Held
3.62MPut Options Held
4.64M-
Bank Of America Corp Charlotte, NC43.4MShares$4.16 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.66MShares$925 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA7.93MShares$759 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.79MShares$650 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.23MShares$501 Million0.21% of portfolio