Horizon Wealth Management, LLC Technology Sector Spdr Transaction History

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024

A detailed history of Horizon Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 63,956 shares of XLK stock, worth $15.3 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
63,956
Holding current value
$15.3 Million
% of portfolio
2.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$220.26 - $241.44 $14.1 Million - $15.4 Million
63,956 New
63,956 $14.9 Million
Q1 2024

Apr 18, 2024
SELL
$184.12 - $211.02 $928,148 - $1.06 Million
-5,041 Reduced 7.56%
61,678 $12.8 Million
Q4 2023

Jan 22, 2024
BUY
$160.19 - $193.07 $50,780 - $61,203
317 Added 0.48%
66,719 $12.8 Million
Q3 2023

Oct 24, 2023
BUY
$161.97 - $180.26 $10.8 Million - $12 Million
66,402 New
66,402 $10.9 Million

Others Institutions Holding XLK

# of Institutions
2,271
Shares Held
170M
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 Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth Management, 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 Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email