Icon Wealth Advisors, LLC Technology Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,702 shares of XLK stock, worth $848,054. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,702
Previous 3,702 -0.0%
Holding current value
$848,054
Previous $712,000 8.29%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$160.19 - $193.07 $140,006 - $168,743
-874 Reduced 19.1%
3,702 $712,000
Q4 2022

Feb 14, 2023
BUY
$119.89 - $136.15 $42,800 - $48,605
357 Added 8.46%
4,576 $569,000
Q3 2022

Jan 25, 2023
BUY
N/A
4,219 New
4,219 $501,000

Others Institutions Holding XLK

# of Institutions
2,109
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
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