Verity Wealth Advisors Technology Sector Spdr Transaction History
Verity Wealth Advisors
- $138 Million
- Q4 2024
A detailed history of Verity Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Verity Wealth Advisors holds 1,575 shares of XLK stock, worth $325,048. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,575
Previous 1,575
-0.0%
Holding current value
$325,048
Previous $355,000
3.1%
% of portfolio
0.26%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,417Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.58 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.04 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.54 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.18 Billion0.36% of portfolio