Continuum Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Continuum Wealth Advisors, LLC

  • $158 Million
  • Q3 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 34,874 shares of XLV stock, worth $4.95 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
34,874
Previous 2,898 1103.38%
Holding current value
$4.95 Million
Previous $422,000 1172.75%
% of portfolio
3.4%
Previous 0.22%

Shares

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

Oct 18, 2024
BUY
$143.3 - $157.24 $4.58 Million - $5.03 Million
31,976 Added 1103.38%
34,874 $5.37 Million
Q4 2023

Jan 31, 2024
SELL
$123.14 - $136.38 $46,177 - $51,142
-375 Reduced 11.46%
2,898 $395,000
Q2 2023

Jul 27, 2023
SELL
$126.74 - $135.66 $16,602 - $17,771
-131 Reduced 3.85%
3,273 $434,000
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $227,442 - $248,822
-1,832 Reduced 34.99%
3,404 $440,000
Q4 2022

Mar 01, 2023
BUY
$121.85 - $140.1 $638,006 - $733,563
5,236 New
5,236 $711 Million

Others Institutions Holding XLV

# of Institutions
1,937
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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