Wealthquest Corp Technology Sector Spdr Transaction History

Wealthquest Corp

  • $1.04 Billion
  • Q2 2025

A detailed history of Wealthquest Corp transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealthquest Corp holds 2,077 shares of XLK stock, worth $591,280. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,077
Previous 2,077 -0.0%
Holding current value
$591,280
Previous $428,000 22.66%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$206.38 - $242.18 $428,651 - $503,007
2,077 New
2,077 $428,000
Q3 2024

Nov 21, 2024
BUY
$197.34 - $237.68 $409,875 - $493,661
2,077 New
2,077 $468,000
Q1 2024

May 09, 2024
BUY
$184.12 - $211.02 $382,417 - $438,288
2,077 New
2,077 $432,000

Others Institutions Holding XLK

# of Institutions
2,531
Shares Held
184M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email