Modern Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,689 shares of XHE stock, worth $1.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,689
Previous 15,689 -0.0%
Holding current value
$1.22 Million
Previous $1.29 Billion 99.9%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$81.05 - $95.73 $1,377 - $1,627
-17 Reduced 0.11%
15,689 $1.29 Billion
Q4 2024

May 30, 2025
SELL
$86.15 - $94.34 $1,464 - $1,603
-17 Reduced 0.11%
15,672 $1.39 Million
Q4 2024

May 29, 2025
SELL
$86.15 - $94.34 $1,464 - $1,603
-17 Reduced 0.11%
15,672 $1.39 Million
Q4 2024

Feb 11, 2025
BUY
$86.15 - $94.34 $1.35 Million - $1.48 Million
15,706 New
15,706 $1.46 Billion

Others Institutions Holding XHE

# of Institutions
91
Shares Held
855K
Call Options Held
0
Put Options Held
100
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
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