Tolleson Wealth Management, Inc. Technology Sector Spdr Transaction History

Tolleson Wealth Management, Inc.

  • $525 Million
  • Q3 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,056 shares of XLK stock, worth $494,529. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,056
Previous 2,356 12.73%
Holding current value
$494,529
Previous $533,000 12.95%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 14, 2024
SELL
$197.34 - $237.68 $59,202 - $71,304
-300 Reduced 12.73%
2,056 $464,000
Q4 2021

Feb 14, 2022
BUY
$148.06 - $176.65 $348,829 - $416,187
2,356 New
2,356 $410,000

Others Institutions Holding XLK

# of Institutions
2,241
Shares Held
169M
Call Options Held
14.8M
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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