Cassady Schiller Wealth Management, LLC Technology Sector Spdr Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,013 shares of XLK stock, worth $238,814. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,013
Previous 1,013 -0.0%
Holding current value
$238,814
Previous $229,000 0.44%
% of portfolio
0.09%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$192.53 - $231.41 $19,445 - $23,372
101 Added 11.07%
1,013 $229,000
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $2,209 - $2,532
12 Added 1.33%
912 $189,000
Q3 2023

Nov 09, 2023
SELL
$161.97 - $180.26 $53,612 - $59,666
-331 Reduced 26.89%
900 $147,000
Q4 2022

Feb 13, 2023
BUY
$116.56 - $136.15 $143,485 - $167,600
1,231 New
1,231 $153,000
Q1 2022

May 12, 2022
SELL
$141.39 - $175.52 $174,051 - $216,065
-1,231 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$148.06 - $176.65 $182,261 - $217,456
1,231 New
1,231 $214,000

Others Institutions Holding XLK

# of Institutions
2,243
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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