Precedent Wealth Partners, LLC Technology Sector Spdr Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,840 shares of XLK stock, worth $429,824. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,840
Previous 1,840 -0.0%
Holding current value
$429,824
Previous $416 Million 0.21%
% of portfolio
0.14%
Previous 0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
BUY
$160.19 - $193.07 $294,749 - $355,248
1,840 New
1,840 $354 Million

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
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, 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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email