A detailed history of Mgb Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 635 shares of XLK stock, worth $129,489. This represents 0.06% of its overall portfolio holdings.

Number of Shares
635
Previous 385 64.94%
Holding current value
$129,489
Previous $80.2 Million 85.15%
% of portfolio
0.06%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$192.53 - $231.41 $48,132 - $57,852
250 Added 64.94%
635 $148 Million
Q4 2023

Apr 22, 2024

BUY
$160.19 - $193.07 $61,673 - $74,331
385 New
385 $74.1 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, 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 Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.