Falcon Wealth Planning Technology Sector Spdr Transaction History

Falcon Wealth Planning

  • $631 Million
  • Q1 2024

A detailed history of Falcon Wealth Planning transactions in Technology Sector Spdr stock. As of the latest transaction made, Falcon Wealth Planning holds 1,433 shares of XLK stock, worth $335,995. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,433
Previous 1,394 2.8%
Holding current value
$335,995
Previous $268,000 11.19%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$184.12 - $211.02 $7,180 - $8,229
39 Added 2.8%
1,433 $298,000
Q4 2023

Jan 10, 2024
BUY
$160.19 - $193.07 $223,304 - $269,139
1,394 New
1,394 $268,000

Others Institutions Holding XLK

# of Institutions
2,113
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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