Holistic Planning, LLC Technology Sector Spdr Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 1,449 shares of XLK stock, worth $334,907. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,449
Previous 1,838 21.16%
Holding current value
$334,907
Previous $383 Million 14.54%
% of portfolio
0.14%
Previous 0.29%

Shares

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

Nov 01, 2024
SELL
$197.34 - $237.68 $76,765 - $92,457
-389 Reduced 21.16%
1,449 $327 Million
Q1 2024

May 01, 2024
SELL
$184.12 - $211.02 $11,599 - $13,294
-63 Reduced 3.31%
1,838 $383 Million
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $304,521 - $367,026
1,901 New
1,901 $366 Million

Others Institutions Holding XLK

# of Institutions
2,239
Shares Held
168M
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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