Geometric Wealth Advisors Technology Sector Spdr Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Geometric Wealth Advisors holds 4,078 shares of XLK stock, worth $952,620. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,078
Previous 4,078 -0.0%
Holding current value
$952,620
Previous $922,000 0.22%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Aug 13, 2024
BUY
$192.53 - $231.41 $596,650 - $717,139
3,099 Added 316.55%
4,078 $922,000
Q1 2024

May 07, 2024
BUY
$184.12 - $211.02 $180,253 - $206,588
979 New
979 $203,000

Others Institutions Holding XLK

# of Institutions
2,239
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
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors 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 Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email