Wescott Financial Advisory Group, LLC Technology Sector Spdr Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 967 shares of XLK stock, worth $215,244. This represents 0.03% of its overall portfolio holdings.
Number of Shares
967
Previous 2,264
57.29%
Holding current value
$215,244
Previous $511,000
56.16%
% of portfolio
0.03%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding XLK
# of Institutions
2,404Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.79 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.45 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.2 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.66 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.28 Billion0.36% of portfolio