Heritage Wealth Partners, LLC Technology Sector Spdr Transaction History

Heritage Wealth Partners, LLC

  • $69 Billion
  • Q2 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 2,345 shares of XLK stock, worth $544,438. This represents 0.77% of its overall portfolio holdings.

Number of Shares
2,345
Previous 1,788 31.15%
Holding current value
$544,438
Previous $344 Million 54.13%
% of portfolio
0.77%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$119.89 - $136.15 $247,333 - $280,877
2,063 New
2,063 $270 Million

Others Institutions Holding XLK

# of Institutions
2,111
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
Track This Portfolio

Track Heritage Wealth Partners, LLC Portfolio

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

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email