Paragon Private Wealth Management, LLC Technology Sector Spdr Transaction History

Paragon Private Wealth Management, LLC

  • $197 Million
  • Q3 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 1,729 shares of XLK stock, worth $404,914. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,729
Previous 1,718 0.64%
Holding current value
$404,914
Previous $388,000 0.52%
% of portfolio
0.2%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$197.34 - $237.68 $2,170 - $2,614
11 Added 0.64%
1,729 $390,000
Q2 2024

Aug 12, 2024
BUY
$192.53 - $231.41 $11,551 - $13,884
60 Added 3.62%
1,718 $388,000
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $36,087 - $41,359
196 Added 13.41%
1,658 $345,000
Q4 2023

Feb 09, 2024
BUY
$160.19 - $193.07 $234,197 - $282,268
1,462 New
1,462 $281,000

Others Institutions Holding XLK

# of Institutions
2,316
Shares Held
172M
Call Options Held
14.8M
Put Options Held
17.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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