Evoke Wealth, LLC Technology Sector Spdr Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Evoke Wealth, LLC holds 12,745 shares of XLK stock, worth $3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,745

Holding current value

$3 Million

% of portfolio

0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$197.34 - $237.68 $2.52 Million - $3.03 Million	12,745 New	12,745 $2.88 Billion
Q1 2024 May 15, 2024	BUY	$184.12 - $211.02 $88,745 - $101,711	482 Added 14.54%	3,798 $791,000
Q4 2023 Feb 12, 2024	BUY	$160.19 - $193.07 $161,471 - $194,614	1,008 Added 43.67%	3,316 $638,000
Q3 2023 Nov 13, 2023	BUY	$161.97 - $180.26 $11,823 - $13,158	73 Added 3.27%	2,308 $378,000
Q4 2022 Feb 10, 2023	SELL	$116.56 - $136.15 $43,710 - $51,056	-375 Reduced 14.37%	2,235 $278,000
Q3 2022 Nov 07, 2022	SELL	$118.78 - $151.56 $369,999 - $472,109	-3,115 Reduced 54.41%	2,610 $310,000
Q1 2021 May 13, 2021	SELL	$125.83 - $138.59 $79,524 - $87,588	-632 Reduced 9.94%	5,725 $760,000
Q4 2020 Feb 12, 2021	BUY	$110.86 - $130.52 $90,794 - $106,895	819 Added 14.79%	6,357 $827,000
Q3 2020 Nov 13, 2020	BUY	$104.66 - $127.03 $130,092 - $157,898	1,243 Added 28.94%	5,538 $646,000
Q2 2020 Aug 10, 2020	BUY	$76.54 - $104.63 $210,102 - $287,209	2,745 Added 177.1%	4,295 $449,000
Q1 2020 May 07, 2020	BUY	$70.4 - $102.79 $109,120 - $159,324	1,550 New	1,550 $125 Million
Q4 2019 Feb 07, 2020	SELL	$78.28 - $91.92 $121,334 - $142,476	-1,550 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$79.69 - $81.76 $123,519 - $126,728	1,550 New	1,550 $125 Million

Others Institutions Holding XLK

# of Institutions

2,243

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.97 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.53 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.27 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.65 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.3 Billion
0.33% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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