A detailed history of Foundation Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 1,822 shares of XLK stock, worth $407,964. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,822
Previous 3,095 41.13%
Holding current value
$407,964
Previous $700 Million 41.26%
% of portfolio
0.31%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$197.34 - $237.68 $251,213 - $302,566
-1,273 Reduced 41.13%
1,822 $411 Million
Q2 2024

Aug 13, 2024

BUY
$192.53 - $231.41 $595,880 - $716,213
3,095 New
3,095 $700 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.