Keeler & Nadler Financial Planning & Wealth Management Spdr Ser Tr Factset Innovative Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Spdr Ser Tr Factset Innovative stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 2,158 shares of XITK stock, worth $328,274. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,158

Previous 1,727 24.96%

Holding current value

$328,274

Previous $258 Million 22.66%

% of portfolio

0.17%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Oct 03, 2024	BUY	$132.61 - $148.76 $57,154 - $64,115	431 Added 24.96%	2,158 $316 Million
Q1 2024 Oct 03, 2024	BUY	$137.08 - $154.4 $17,272 - $19,454	126 Added 7.87%	1,727 $258 Million
Q4 2023 Oct 03, 2024	BUY	$110.95 - $148.69 $177,630 - $238,052	1,601 New	1,601 $234 Million
Q4 2022 Oct 03, 2024	SELL	$90.19 - $107.73 $144,304 - $172,368	-1,600 Closed	0 $0
Q4 2021 Oct 03, 2024	BUY	$185.35 - $234.71 $296,560 - $375,536	1,600 New	1,600 $305 Million

Others Institutions Holding XITK

# of Institutions

Shares Held

606K

Call Options Held

Put Options Held

50K

View Full List

About SPDR SER TR FACTSET INNOVATIVE

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Keeler & Nadler Financial Planning & Wealth Management Spdr Ser Tr Factset Innovative Transaction History