Comprehensive Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Comprehensive Wealth Management, LLC

  • $151 Million
  • Q3 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 5,110 shares of XLV stock, worth $736,657. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,110
Previous 4,861 5.12%
Holding current value
$736,657
Previous $708,000 11.16%
% of portfolio
0.52%
Previous 0.53%

Shares

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

Nov 06, 2024
BUY
$143.3 - $157.24 $35,681 - $39,152
249 Added 5.12%
5,110 $787,000
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $672,908 - $715,004
4,861 New
4,861 $708,000

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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