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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,415 shares of XLV stock, worth $1.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,415
Previous 2,259 272.51%
Holding current value
$1.23 Million
Previous $348 Million 253.81%
% of portfolio
0.04%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$136.28 - $154.74 $838,939 - $952,579
6,156 Added 272.51%
8,415 $1.23 Billion
Q3 2024

Nov 05, 2024
SELL
$143.3 - $157.24 $29,806 - $32,705
-208 Reduced 8.43%
2,259 $348 Million
Q2 2024

Aug 07, 2024
BUY
$138.43 - $147.09 $341,506 - $362,871
2,467 New
2,467 $360 Million

Others Institutions Holding XLV

# of Institutions
1,982
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email