Us Financial Advisors, LLC Technology Sector Spdr Transaction History

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Us Financial Advisors, LLC holds 902 shares of XLK stock, worth $208,479. This represents 0.06% of its overall portfolio holdings.

Number of Shares
902
Holding current value
$208,479
% of portfolio
0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$197.34 - $237.68 $178,000 - $214,387
902 New
902 $203,000
Q2 2021

Aug 10, 2021
SELL
$131.31 - $147.82 $808,869 - $910,571
-6,160 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$125.83 - $138.59 $125 - $138
1 Added 0.02%
6,160 $818,000
Q4 2020

Feb 18, 2021
BUY
$110.86 - $130.52 $682,786 - $803,872
6,159 New
6,159 $801,000

Others Institutions Holding XLK

# of Institutions
2,239
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 Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, 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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email