Trinity Financial Advisors LLC Technology Sector Spdr Transaction History
Trinity Financial Advisors LLC
- $258 Million
- Q4 2024
A detailed history of Trinity Financial Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 1,746 shares of XLK stock, worth $373,539. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,746
Previous 1,715
1.81%
Holding current value
$373,539
Previous $387,000
4.65%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,414Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.68 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.35 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.11 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.6 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio