Cornerstone Wealth Management, LLC Spdr Ser Tr Factset Innovative Transaction History

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Ser Tr Factset Innovative stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 1,734 shares of XITK stock, worth $324,864. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,734
Previous 2,059 15.78%
Holding current value
$324,864
Previous $318,000 5.03%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$151.89 - $190.48 $49,364 - $61,906
-325 Reduced 15.78%
1,734 $302,000
Q3 2024

Oct 16, 2024
SELL
$133.46 - $155.93 $77,540 - $90,595
-581 Reduced 22.01%
2,059 $318,000
Q2 2024

Jul 16, 2024
SELL
$132.61 - $148.76 $6,763 - $7,586
-51 Reduced 1.9%
2,640 $386,000
Q1 2024

Apr 19, 2024
SELL
$137.08 - $154.4 $18,779 - $21,152
-137 Reduced 4.84%
2,691 $401,000
Q4 2023

Jan 10, 2024
BUY
$110.95 - $148.69 $100,742 - $135,010
908 Added 47.29%
2,828 $413,000
Q2 2023

Jul 14, 2023
BUY
$105.79 - $133.18 $3,067 - $3,862
29 Added 1.53%
1,920 $253,000
Q1 2023

May 15, 2023
BUY
$98.93 - $127.52 $187,076 - $241,140
1,891 New
1,891 $226,000
Q2 2021

Aug 09, 2021
SELL
$188.57 - $230.21 $629,069 - $767,980
-3,336 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$202.31 - $262.15 $674,906 - $874,532
3,336 New
3,336 $697,000

Others Institutions Holding XITK

# of Institutions
50
Shares Held
209K
Call Options Held
2.8K
Put Options Held
100
View Full List

About SPDR SER TR FACTSET INNOVATIVE

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

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email