Talisman Wealth Advisors LLC Technology Sector Spdr Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,708 shares of XLK stock, worth $614,418. This represents 0.71% of its overall portfolio holdings.

Number of Shares
2,708
Previous 2,706 0.07%
Holding current value
$614,418
Previous $563,000 8.7%
% of portfolio
0.71%
Previous 0.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$192.53 - $231.41 $385 - $462
2 Added 0.07%
2,708 $612,000
Q1 2024

May 15, 2024
BUY
$184.12 - $211.02 $184 - $211
1 Added 0.04%
2,706 $563,000
Q4 2023

Feb 13, 2024
SELL
$160.19 - $193.07 $18,742 - $22,589
-117 Reduced 4.15%
2,705 $520,000
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $323 - $360
2 Added 0.07%
2,822 $462,000
Q2 2023

Aug 10, 2023
SELL
$143.97 - $174.63 $55,860 - $67,756
-388 Reduced 12.09%
2,820 $490,000
Q1 2023

May 11, 2023
BUY
$121.18 - $151.01 $116,575 - $145,271
962 Added 42.83%
3,208 $484,000
Q4 2022

Feb 15, 2023
BUY
$116.56 - $136.15 $261,793 - $305,792
2,246 New
2,246 $280,000

Others Institutions Holding XLK

# of Institutions
2,215
Shares Held
172M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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