Kaizen Financial Strategies Spdr Ser Tr Factset Innovative Transaction History

Kaizen Financial Strategies

  • $175 Million
  • Q1 2024

A detailed history of Kaizen Financial Strategies transactions in Spdr Ser Tr Factset Innovative stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,410 shares of XITK stock, worth $206,931. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,410
Previous 2,411 41.52%
Holding current value
$206,931
Previous $352,000 40.34%
% of portfolio
0.12%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$137.08 - $154.4 $137,217 - $154,554
-1,001 Reduced 41.52%
1,410 $210,000
Q4 2023

Jan 18, 2024
SELL
$110.95 - $148.69 $36,169 - $48,472
-326 Reduced 11.91%
2,411 $352,000
Q3 2023

Oct 31, 2023
SELL
$119.48 - $144.48 $14,696 - $17,771
-123 Reduced 4.3%
2,737 $338,000
Q2 2023

Aug 07, 2023
BUY
$105.79 - $133.18 $302,559 - $380,894
2,860 New
2,860 $377,000

Others Institutions Holding XITK

# of Institutions
43
Shares Held
198K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FACTSET INNOVATIVE

XITK Quotes by TradingView
  • Ticker XITK
  • Sector ETFs
  • Industry ETFs
More about XITK
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies 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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email