Milestone Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 1,281 shares of XLV stock, worth $187,166. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,281
Previous 1,281 -0.0%
Holding current value
$187,166
Previous $197,000 10.66%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$123.14 - $136.38 $36,942 - $40,914
-300 Reduced 18.98%
1,281 $174,000
Q3 2023

Nov 08, 2023
SELL
$128.74 - $136.24 $38,622 - $40,872
-300 Reduced 15.95%
1,581 $203,000
Q4 2022

Mar 15, 2023
BUY
$121.85 - $140.1 $229,199 - $263,528
1,881 New
1,881 $256 Million

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
199M
Call Options Held
11.4M
Put Options Held
16.3M
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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