Keeler & Nadler Financial Planning & Wealth Management Spdr Ser Tr Factset Innovative Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Spdr Ser Tr Factset Innovative stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 2,418 shares of XITK stock, worth $378,610. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,418

Previous 2,158 12.05%

Holding current value

$378,610

Previous $316 Million 18.16%

% of portfolio

0.18%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$133.46 - $155.93 $34,699 - $40,541	260 Added 12.05%	2,418 $374 Million
Q2 2024 Oct 03, 2024	BUY	$132.61 - $148.76 $57,154 - $64,115	431 Added 24.96%	2,158 $316 Million
Q1 2024 Oct 03, 2024	BUY	$137.08 - $154.4 $17,272 - $19,454	126 Added 7.87%	1,727 $258 Million
Q4 2023 Oct 03, 2024	BUY	$110.95 - $148.69 $177,630 - $238,052	1,601 New	1,601 $234 Million
Q4 2022 Oct 03, 2024	SELL	$90.19 - $107.73 $144,304 - $172,368	-1,600 Closed	0 $0
Q4 2021 Oct 03, 2024	BUY	$185.35 - $234.71 $296,560 - $375,536	1,600 New	1,600 $305 Million

Others Institutions Holding XITK

# of Institutions

Shares Held

603K

Call Options Held

Put Options Held

50K

View Full List

About SPDR SER TR FACTSET INNOVATIVE

Ticker XITK
Sector ETFs
Industry ETFs

More about XITK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keeler & Nadler Financial Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Keeler & Nadler Financial Planning & Wealth Management with notifications on news.

Account

Keeler & Nadler Financial Planning & Wealth Management Spdr Ser Tr Factset Innovative Transaction History