Octavia Wealth Advisors, LLC Technology Sector Spdr Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,510 shares of XLK stock, worth $349,006. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,510
Previous 1,361 10.95%
Holding current value
$349,006
Previous $307,000 10.75%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 10, 2024
BUY
$197.34 - $237.68 $29,403 - $35,414
149 Added 10.95%
1,510 $340,000
Q2 2024

Aug 01, 2024
BUY
$192.53 - $231.41 $13,284 - $15,967
69 Added 5.34%
1,361 $307,000
Q1 2024

Apr 15, 2024
BUY
$184.12 - $211.02 $26,697 - $30,597
145 Added 12.64%
1,292 $269,000
Q4 2023

Jan 30, 2024
BUY
$160.19 - $193.07 $183,737 - $221,451
1,147 New
1,147 $220,000
Q2 2022

Jul 18, 2022
SELL
$123.49 - $161.47 $256,735 - $335,696
-2,079 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$148.06 - $176.65 $52,561 - $62,710
355 Added 20.59%
2,079 $361,000
Q3 2021

Nov 12, 2021
BUY
$147.91 - $159.7 $254,996 - $275,322
1,724 New
1,724 $257,000

Others Institutions Holding XLK

# of Institutions
2,240
Shares Held
168M
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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