Ica Group Wealth Management, LLC Technology Sector Spdr Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,712 shares of XLK stock, worth $399,923. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,712
Previous 6,056 71.73%
Holding current value
$399,923
Previous $1.26 Million 69.31%
% of portfolio
0.24%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$192.53 - $231.41 $836,350 - $1.01 Million
-4,344 Reduced 71.73%
1,712 $387,000
Q1 2024

May 14, 2024
SELL
$184.12 - $211.02 $28,170 - $32,286
-153 Reduced 2.46%
6,056 $1.26 Million
Q4 2023

Mar 07, 2024
BUY
$160.19 - $193.07 $67,279 - $81,089
420 Added 7.26%
6,209 $1.2 Million
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $46,809 - $52,095
289 Added 5.25%
5,789 $948,000
Q2 2023

Aug 11, 2023
BUY
$143.97 - $174.63 $20,443 - $24,797
142 Added 2.65%
5,500 $956,000
Q1 2023

May 12, 2023
BUY
$121.18 - $151.01 $92,702 - $115,522
765 Added 16.66%
5,358 $809,000
Q4 2022

Feb 14, 2023
BUY
$116.56 - $136.15 $20,631 - $24,098
177 Added 4.01%
4,593 $571,000
Q3 2022

Nov 10, 2022
BUY
$118.78 - $151.56 $63,666 - $81,236
536 Added 13.81%
4,416 $525,000
Q2 2022

Oct 03, 2022
SELL
$123.49 - $161.47 $370 - $484
-3 Reduced 0.08%
3,880 $575,000
Q1 2022

Oct 03, 2022
BUY
$141.39 - $175.52 $549,017 - $681,544
3,883 New
3,883 $544,000

Others Institutions Holding XLK

# of Institutions
2,239
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
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

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

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email