Heritage Oak Wealth Advisors LLC Technology Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 26,243 shares of XLK stock, worth $6.12 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
26,243
Previous 5,177 406.92%
Holding current value
$6.12 Million
Previous $1.17 Billion 405.86%
% of portfolio
2.73%
Previous 0.59%

Shares

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

Oct 23, 2024
BUY
$197.34 - $237.68 $4.16 Million - $5.01 Million
21,066 Added 406.92%
26,243 $5.92 Billion
Q2 2024

Aug 28, 2024
BUY
$192.53 - $231.41 $996,727 - $1.2 Million
5,177 New
5,177 $1.17 Billion

Others Institutions Holding XLK

# of Institutions
2,219
Shares Held
172M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email