Triad Wealth Partners, LLC Technology Sector Spdr Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 3,018 shares of XLK stock, worth $869,636. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,018
Previous 1,037
191.03%
Holding current value
$869,636
Previous $263 Million
223.9%
% of portfolio
0.11%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,627Shares Held
190MCall 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