Holistic Planning, LLC Select Sector Spdr Fund Health Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Holistic Planning, LLC holds 6,587 shares of XLV stock, worth $925,275. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,587
Previous 6,245 5.48%
Holding current value
$925,275
Previous $859 Million 11.95%
% of portfolio
0.33%
Previous 0.31%

Shares

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

Apr 23, 2025
BUY
$137.61 - $149.68 $47,062 - $51,190
342 Added 5.48%
6,587 $962 Million
Q4 2024

Jan 24, 2025
BUY
$136.28 - $154.74 $656,460 - $745,382
4,817 Added 337.32%
6,245 $859 Million
Q3 2024

Nov 01, 2024
BUY
$143.3 - $157.24 $204,632 - $224,538
1,428 New
1,428 $220 Million

Others Institutions Holding XLV

# of Institutions
2,021
Shares Held
201M
Call Options Held
9.84M
Put Options Held
18.8M
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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