Ridgecrest Wealth Partners, LLC Technology Sector Spdr Transaction History

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,305 shares of XLK stock, worth $304,848. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,305
Previous 1,305 -0.0%
Holding current value
$304,848
Previous $295,000 0.34%
% of portfolio
0.15%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$192.53 - $231.41 $3,850 - $4,628
20 Added 1.56%
1,305 $295,000
Q1 2024

Apr 17, 2024
BUY
$184.12 - $211.02 $2,761 - $3,165
15 Added 1.18%
1,285 $267,000
Q4 2023

Jan 09, 2024
BUY
$160.19 - $193.07 $5,606 - $6,757
35 Added 2.83%
1,270 $244,000
Q2 2023

Jul 31, 2023
BUY
$143.97 - $174.63 $177,802 - $215,668
1,235 New
1,235 $214,000

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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