Optivise Advisory Services LLC Technology Sector Spdr Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,580 shares of XLK stock, worth $361,045. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,580
Previous 1,691 6.56%
Holding current value
$361,045
Previous $382 Million 3.72%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$220.26 - $241.44 $24,448 - $26,799
-111 Reduced 6.56%
1,580 $367 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $333,701 - $401,916
1,691 New
1,691 $382 Million
Q2 2024

Nov 14, 2024
SELL
$192.53 - $231.41 $3,850 - $4,628
-20 Reduced 1.18%
1,671 $378 Million

Others Institutions Holding XLK

# of Institutions
2,401
Shares Held
182M
Call Options Held
13.7M
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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