Wr Wealth Planners, LLC Technology Sector Spdr Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,307 shares of XLK stock, worth $304,988. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,307

Previous 1,307 -0.0%

Holding current value

$304,988

Previous $295,000 -0.0%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$192.53 - $231.41 $12,514 - $15,041	-65 Reduced 4.74%	1,307 $295,000
Q1 2024 Jul 31, 2024	SELL	$184.12 - $211.02 $19,148 - $21,946	-104 Reduced 7.05%	1,372 $285,000
Q4 2023 Jul 30, 2024	BUY	$160.19 - $193.07 $236,440 - $284,971	1,476 New	1,476 $284,000
Q3 2023 Aug 01, 2024	BUY	$161.97 - $180.26 $26,725 - $29,742	165 Added 11.18%	1,641 $269 Million
Q2 2023 Aug 01, 2024	BUY	$143.97 - $174.63 $24,330 - $29,512	169 Added 12.93%	1,476 $257 Million
Q1 2023 Aug 01, 2024	SELL	$121.18 - $151.01 $123,724 - $154,181	-1,021 Reduced 78.12%	286 $43.2 Million
Q3 2022 Oct 10, 2024	SELL	$118.78 - $151.56 $147,524 - $188,237	-1,242 Reduced 95.03%	65 $7.72 Million
Q1 2022 Oct 17, 2024	SELL	$141.39 - $175.52 $175,606 - $217,995	-1,242 Reduced 95.03%	65 $10.3 Million

Others Institutions Holding XLK

# of Institutions

2,221

Shares Held

172M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wr Wealth Planners, LLC Technology Sector Spdr Transaction History