Heritage Oak Wealth Advisors LLC Technology Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,266 shares of XLK stock, worth $1.89 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
8,266
Previous 26,243 68.5%
Holding current value
$1.89 Million
Previous $5.92 Billion 67.56%
% of portfolio
0.9%
Previous 2.73%

Shares

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

Feb 05, 2025
SELL
$220.26 - $241.44 $3.96 Million - $4.34 Million
-17,977 Reduced 68.5%
8,266 $1.92 Billion
Q3 2024

Oct 23, 2024
BUY
$197.34 - $237.68 $4.16 Million - $5.01 Million
21,066 Added 406.92%
26,243 $5.92 Billion
Q2 2024

Aug 28, 2024
BUY
$192.53 - $231.41 $996,727 - $1.2 Million
5,177 New
5,177 $1.17 Billion

Others Institutions Holding XLK

# of Institutions
2,401
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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