Org Wealth Partners, LLC Technology Sector Spdr Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 223 shares of XLK stock, worth $51,773. This represents 0.04% of its overall portfolio holdings.

Number of Shares
223
Previous 268 16.79%
Holding current value
$51,773
Previous $60.5 Million 99.92%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$220.26 - $241.44 $9,911 - $10,864
-45 Reduced 16.79%
223 $51,000
Q3 2024

Oct 11, 2024
BUY
$197.34 - $237.68 $52,887 - $63,698
268 New
268 $60.5 Million

Others Institutions Holding XLK

# of Institutions
2,294
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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