Tru Wealth Advisors, LLC Technology Sector Spdr Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,826 shares of XLK stock, worth $414,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,826

Previous 1,825 0.05%

Holding current value

$414,301

Previous $412,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$197.34 - $237.68 $197 - $237	1 Added 0.05%	1,826 $412,000
Q2 2024 Jul 16, 2024	SELL	$192.53 - $231.41 $4,235 - $5,091	-22 Reduced 1.19%	1,825 $412,000
Q1 2024 Apr 15, 2024	BUY	$184.12 - $211.02 $184 - $211	1 Added 0.05%	1,847 $384,000
Q4 2023 Jan 10, 2024	SELL	$160.19 - $193.07 $16,339 - $19,693	-102 Reduced 5.24%	1,846 $355,000
Q3 2023 Oct 10, 2023	SELL	$161.97 - $180.26 $4,049 - $4,506	-25 Reduced 1.27%	1,948 $319,000
Q2 2023 Aug 04, 2023	BUY	$143.97 - $174.63 $287 - $349	2 Added 0.1%	1,973 $343,000
Q1 2023 Apr 25, 2023	BUY	$121.18 - $151.01 $43,018 - $53,608	355 Added 21.97%	1,971 $297,000
Q4 2022 Jan 27, 2023	BUY	$116.56 - $136.15 $188,360 - $220,018	1,616 New	1,616 $0

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

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Tru Wealth Advisors, LLC Technology Sector Spdr Transaction History