Gratus Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Gratus Wealth Advisors, LLC

$612 Billion
Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 96,029 shares of XLV stock, worth $13.3 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

96,029

Previous 91,472 4.98%

Holding current value

$13.3 Million

Previous $13.5 Billion 7.18%

% of portfolio

2.37%

Previous 2.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$143.3 - $157.24 $653,018 - $716,542	4,557 Added 4.98%	96,029 $14.5 Billion
Q2 2024 Jul 22, 2024	SELL	$138.43 - $147.09 $634,286 - $673,966	-4,582 Reduced 4.77%	91,472 $13.5 Billion
Q1 2024 May 09, 2024	SELL	$138.48 - $147.86 $160,359 - $171,221	-1,158 Reduced 1.19%	96,054 $13.3 Billion
Q4 2023 May 09, 2024	BUY	$123.14 - $136.38 $12 Million - $13.3 Million	97,212 New	97,212 $13.3 Billion

Others Institutions Holding XLV

# of Institutions

1,943

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Account

Gratus Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History