Icon Wealth Advisors, LLC Technology Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 414 shares of XLK stock, worth $94,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares
414
Holding current value
$94,685
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$197.34 - $237.68 $667,995 - $804,546
3,385 Added 817.63%
3,799 $857,000
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $81,698 - $98,399
414 New
414 $93,000
Q4 2023

Feb 14, 2024
SELL
$160.19 - $193.07 $140,006 - $168,743
-874 Reduced 19.1%
3,702 $712,000
Q4 2022

Feb 14, 2023
BUY
$116.56 - $136.15 $41,611 - $48,605
357 Added 8.46%
4,576 $569,000
Q3 2022

Jan 25, 2023
BUY
$118.78 - $151.56 $501,132 - $639,431
4,219 New
4,219 $501,000

Others Institutions Holding XLK

# of Institutions
2,238
Shares Held
168M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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