Modern Wealth Management, LLC Technology Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,921 shares of XLK stock, worth $3.44 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,921
Previous 12,538 19.01%
Holding current value
$3.44 Million
Previous $2.84 Billion 18.76%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Nov 05, 2024
BUY
$197.34 - $237.68 $470,261 - $566,391
2,383 Added 19.01%
14,921 $3.37 Billion
Q2 2024

Aug 07, 2024
BUY
$192.53 - $231.41 $50,250 - $60,398
261 Added 2.13%
12,538 $2.84 Billion
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $2.02 Million - $2.31 Million
10,961 Added 832.9%
12,277 $2.52 Billion
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $210,810 - $254,080
1,316 New
1,316 $253 Million

Others Institutions Holding XLK

# of Institutions
2,299
Shares Held
172M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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