Icon Wealth Advisors, LLC Technology Sector Spdr Transaction History

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 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 3,734 shares of XLK stock, worth $853,256. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,734

Previous 3,799 1.71%

Holding current value

$853,256

Previous $857,000 1.28%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$220.26 - $241.44 $14,316 - $15,693	-65 Reduced 1.71%	3,734 $868,000
Q3 2024 Nov 14, 2024	BUY	$197.34 - $237.68 $667,995 - $804,546	3,385 Added 817.63%	3,799 $857,000
Q3 2024 Nov 12, 2024	BUY	$197.34 - $237.68 $81,698 - $98,399	414 New	414 $93,000
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	$116.56 - $136.15 $41,611 - $48,605	357 Added 8.46%	4,576 $569,000
Q3 2022 Jan 25, 2023	BUY	$118.78 - $151.56 $501,132 - $639,431	4,219 New	4,219 $501,000

Others Institutions Holding XLK

# of Institutions

2,401

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Account

Icon Wealth Advisors, LLC Technology Sector Spdr Transaction History