Turtle Creek Wealth Advisors, LLC Technology Sector Spdr Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 5,789 shares of XLK stock, worth $1.3 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,789
Previous 62,076
90.67%
Holding current value
$1.3 Million
Previous $12.9 Billion
89.87%
% of portfolio
0.3%
Previous 3.17%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,219Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.4 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.12 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.58 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio