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

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 5,583 shares of XLV stock, worth $770,454. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,583
Previous 5,275 5.84%
Holding current value
$770,454
Previous $769 Million 11.86%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Oct 21, 2024
BUY
$143.3 - $157.24 $44,136 - $48,429
308 Added 5.84%
5,583 $860 Million
Q2 2024

Jul 25, 2024
BUY
$138.43 - $147.09 $230,485 - $244,904
1,665 Added 46.12%
5,275 $769 Million
Q1 2024

Apr 18, 2024
SELL
$138.48 - $147.86 $620,251 - $662,264
-4,479 Reduced 55.37%
3,610 $533 Million
Q4 2023

Jan 17, 2024
BUY
$123.14 - $136.38 $996,079 - $1.1 Million
8,089 New
8,089 $1.1 Billion

Others Institutions Holding XLV

# of Institutions
1,943
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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