Evernest Financial Advisors, LLC Technology Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 1,793 shares of XLK stock, worth $423,076. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,793
Previous 1,596 12.34%
Holding current value
$423,076
Previous $361,000 11.91%
% of portfolio
0.11%
Previous 0.17%

Shares

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

Oct 21, 2024
BUY
$197.34 - $237.68 $38,875 - $46,822
197 Added 12.34%
1,793 $404,000
Q4 2023

May 10, 2024
BUY
$160.19 - $193.07 $7,528 - $9,074
47 Added 2.94%
1,643 $316 Million
Q4 2021

Feb 13, 2024
BUY
$148.06 - $176.65 $236,303 - $281,933
1,596 New
1,596 $332 Million

Others Institutions Holding XLK

# of Institutions
2,241
Shares Held
169M
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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