Paragon Private Wealth Management, LLC Technology Sector Spdr Transaction History

Paragon Private Wealth Management, LLC

  • $163 Million
  • Q1 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 1,658 shares of XLK stock, worth $386,115. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,462 13.41%
Holding current value
$386,115
Previous $281,000 22.78%
% of portfolio
0.21%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $36,087 - $41,359
196 Added 13.41%
1,658 $345,000
Q4 2023

Feb 09, 2024
BUY
$160.19 - $193.07 $234,197 - $282,268
1,462 New
1,462 $281,000

Others Institutions Holding XLK

# of Institutions
2,112
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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