Wealth Effects LLC Technology Sector Spdr Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Effects LLC holds 1,611 shares of XLK stock, worth $369,047. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,611
Previous 2,415 33.29%
Holding current value
$369,047
Previous $464,000 27.8%
% of portfolio
0.12%
Previous 0.18%

Shares

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

Apr 22, 2024
SELL
$184.12 - $211.02 $148,032 - $169,660
-804 Reduced 33.29%
1,611 $335,000
Q4 2023

Jan 29, 2024
BUY
$160.19 - $193.07 $386,858 - $466,264
2,415 New
2,415 $464,000

Others Institutions Holding XLK

# of Institutions
2,109
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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