Able Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Able Wealth Management LLC

  • $152 Billion
  • Q4 2024

A detailed history of Able Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Able Wealth Management LLC holds 3,950 shares of XLV stock, worth $571,960. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,950
Previous 3,535 11.74%
Holding current value
$571,960
Previous $545 Million 0.2%
% of portfolio
0.36%
Previous 0.41%

Shares

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

Feb 03, 2025
BUY
$136.28 - $154.74 $56,556 - $64,217
415 Added 11.74%
3,950 $543 Million
Q3 2024

Nov 01, 2024
SELL
$143.3 - $157.24 $269,977 - $296,240
-1,884 Reduced 34.77%
3,535 $545 Million
Q2 2024

Nov 01, 2024
SELL
$138.43 - $147.09 $81,535 - $86,636
-589 Reduced 9.8%
5,419 $790 Million
Q1 2024

Nov 01, 2024
BUY
$138.48 - $147.86 $144,711 - $154,513
1,045 Added 21.06%
6,008 $888 Million
Q4 2023

Feb 20, 2024
BUY
$123.14 - $136.38 $611,143 - $676,853
4,963 New
4,963 $677 Million

Others Institutions Holding XLV

# of Institutions
1,955
Shares Held
199M
Call Options Held
11.3M
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
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able 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 Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email