Fsm Wealth Advisors, LLC Technology Sector Spdr Transaction History

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,918 shares of XLK stock, worth $410,336. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,918
Previous 2,016 4.86%
Holding current value
$410,336
Previous $455,000 2.2%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 24, 2025
SELL
$220.26 - $241.44 $21,585 - $23,661
-98 Reduced 4.86%
1,918 $445,000
Q3 2024

Oct 30, 2024
BUY
$197.34 - $237.68 $33,153 - $39,930
168 Added 9.09%
2,016 $455,000
Q1 2024

May 14, 2024
BUY
$184.12 - $211.02 $3,498 - $4,009
19 Added 1.04%
1,848 $384,000
Q1 2023

Apr 24, 2023
BUY
$121.18 - $151.01 $221,638 - $276,197
1,829 New
1,829 $276,000

Others Institutions Holding XLK

# of Institutions
2,414
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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