Keeler & Nadler Financial Planning & Wealth Management Spdr Ser Tr Factset Innovative Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Spdr Ser Tr Factset Innovative stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 2,418 shares of XITK stock, worth $421,263. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,418

Previous 2,158 12.05%

Holding current value

$421,263

Previous $316 Million 18.16%

% of portfolio

0.18%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$133.46 - $155.93 $34,699 - $40,541	260 Added 12.05%	2,418 $374 Million
Q2 2024 Oct 03, 2024	BUY	$132.61 - $148.76 $57,154 - $64,115	431 Added 24.96%	2,158 $316 Million
Q1 2024 Oct 03, 2024	BUY	$137.08 - $154.4 $17,272 - $19,454	126 Added 7.87%	1,727 $258 Million
Q4 2023 Oct 03, 2024	BUY	$110.95 - $148.69 $177,630 - $238,052	1,601 New	1,601 $234 Million
Q4 2022 Oct 03, 2024	SELL	$90.19 - $107.73 $144,304 - $172,368	-1,600 Closed	0 $0
Q4 2021 Oct 03, 2024	BUY	$185.35 - $234.71 $296,560 - $375,536	1,600 New	1,600 $305 Million

Others Institutions Holding XITK

# of Institutions

Shares Held

200K

Call Options Held

Put Options Held

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About SPDR SER TR FACTSET INNOVATIVE

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Keeler & Nadler Financial Planning & Wealth Management Spdr Ser Tr Factset Innovative Transaction History