Heritage Wealth Partners, LLC Technology Sector Spdr Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 2,965 shares of XLK stock, worth $699,621. This represents 0.79% of its overall portfolio holdings.

Number of Shares
2,965
Previous 2,345 26.44%
Holding current value
$699,621
Previous $530 Million 26.2%
% of portfolio
0.79%
Previous 0.77%

Shares

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

Oct 08, 2024
BUY
$197.34 - $237.68 $122,350 - $147,361
620 Added 26.44%
2,965 $669 Million
Q2 2024

Jul 05, 2024
BUY
$192.53 - $231.41 $107,239 - $128,895
557 Added 31.15%
2,345 $530 Million
Q4 2023

Jan 19, 2024
SELL
$160.19 - $193.07 $1,922 - $2,316
-12 Reduced 0.67%
1,788 $344 Million
Q3 2023

Oct 18, 2023
BUY
$161.97 - $180.26 $5,992 - $6,669
37 Added 2.1%
1,800 $295 Million
Q2 2023

Aug 11, 2023
BUY
$143.97 - $174.63 $253,819 - $307,872
1,763 New
1,763 $307 Million
Q4 2022

Feb 10, 2023
BUY
$116.56 - $136.15 $240,463 - $280,877
2,063 New
2,063 $270 Million

Others Institutions Holding XLK

# of Institutions
2,241
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
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