Tru Wealth Advisors, LLC Technology Sector Spdr Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,826 shares of XLK stock, worth $426,553. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,826

Previous 1,825 0.05%

Holding current value

$426,553

Previous $412,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$197.34 - $237.68 $197 - $237	1 Added 0.05%	1,826 $412,000
Q2 2024 Jul 16, 2024	SELL	$192.53 - $231.41 $4,235 - $5,091	-22 Reduced 1.19%	1,825 $412,000
Q1 2024 Apr 15, 2024	BUY	$184.12 - $211.02 $184 - $211	1 Added 0.05%	1,847 $384,000
Q4 2023 Jan 10, 2024	SELL	$160.19 - $193.07 $16,339 - $19,693	-102 Reduced 5.24%	1,846 $355,000
Q3 2023 Oct 10, 2023	SELL	$161.97 - $180.26 $4,049 - $4,506	-25 Reduced 1.27%	1,948 $319,000
Q2 2023 Aug 04, 2023	BUY	$143.97 - $174.63 $287 - $349	2 Added 0.1%	1,973 $343,000
Q1 2023 Apr 25, 2023	BUY	$121.18 - $151.01 $43,018 - $53,608	355 Added 21.97%	1,971 $297,000
Q4 2022 Jan 27, 2023	BUY	$116.56 - $136.15 $188,360 - $220,018	1,616 New	1,616 $0

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

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

Tru Wealth Advisors, LLC Technology Sector Spdr Transaction History