Legacy Financial Strategies, LLC Technology Sector Spdr Transaction History

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 1,092 shares of XLK stock, worth $257,056. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,092
Previous 1,092 -0.0%
Holding current value
$257,056
Previous $246,000 2.85%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$197.34 - $237.68 $394 - $475
-2 Reduced 0.18%
1,092 $246,000
Q1 2024

Apr 10, 2024
BUY
$184.12 - $211.02 $201,427 - $230,855
1,094 New
1,094 $227,000
Q3 2018

Nov 14, 2018
SELL
N/A
-6,598 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-406 Reduced 5.8%
6,598 $458,000
Q1 2018

May 14, 2018
SELL
N/A
-3,719 Reduced 34.68%
7,004 $458,000
Q4 2017

May 14, 2018
BUY
N/A
10,723
10,723 $686,000

Others Institutions Holding XLK

# of Institutions
2,345
Shares Held
179M
Call Options Held
15.4M
Put Options Held
17.9M
View Full List

About TECHNOLOGY SECTOR SPDR

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

Track Legacy Financial Strategies, LLC Portfolio

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

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email