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

Waterway Wealth Management, LLC

  • $204 Billion
  • Q2 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 5,275 shares of XLV stock, worth $806,547. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,275
Previous 3,610 46.12%
Holding current value
$806,547
Previous $533 Million 44.17%
% of portfolio
0.38%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,857
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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