Artemis Wealth Advisors, LLC Technology Sector Spdr Transaction History

Artemis Wealth Advisors, LLC

$618 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Feb 17, 2023	SELL	$131.31 - $147.82 $1,969 - $2,217	-15 Closed	0 $0
Q1 2021 Sep 11, 2023	BUY	$125.83 - $138.59 $1,887 - $2,078	15 New	15 $0
Q1 2021 Feb 17, 2023	SELL	$125.83 - $138.59 $869,107 - $957,241	-6,907 Reduced 99.78%	15 $2,000
Q4 2020 Sep 05, 2023	BUY	$110.86 - $130.52 $1,773 - $2,088	16 Added 0.23%	6,922 $0
Q4 2020 Feb 17, 2023	BUY	$110.86 - $130.52 $1,773 - $2,088	16 Added 0.23%	6,922 $900,000
Q3 2020 Sep 05, 2023	BUY	$104.66 - $127.03 $1,569 - $1,905	15 Added 0.22%	6,906 $0
Q3 2020 Feb 17, 2023	BUY	$104.66 - $127.03 $1,569 - $1,905	15 Added 0.22%	6,906 $806,000
Q1 2020 Sep 05, 2023	BUY	$70.4 - $102.79 $485,126 - $708,325	6,891 New	6,891 $0
Q1 2020 Feb 17, 2023	BUY	$70.4 - $102.79 $485,126 - $708,325	6,891 New	6,891 $554,000

Others Institutions Holding XLK

# of Institutions

2,387

Shares Held

182M

Call Options Held

13.8M

Put Options Held

18.2M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$3 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.64 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.37 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.79 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.38 Billion
0.36% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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