9258 Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,855 shares of XHE stock, worth $394,128. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,855
Previous 4,880 0.51%
Holding current value
$394,128
Previous $411,000 6.81%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$82.19 - $91.05 $2,054 - $2,276
-25 Reduced 0.51%
4,855 $439,000
Q4 2023

Feb 06, 2024
SELL
$66.75 - $85.43 $16,353 - $20,930
-245 Reduced 4.78%
4,880 $411,000
Q2 2023

Aug 08, 2023
SELL
$92.66 - $99.27 $18,532 - $19,854
-200 Reduced 3.76%
5,125 $504,000
Q4 2019

Feb 06, 2020
BUY
$74.14 - $86.35 $394,795 - $459,813
5,325 New
5,325 $456,000

Others Institutions Holding XHE

# of Institutions
97
Shares Held
903K
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 9258 Wealth Management, LLC Portfolio

Follow 9258 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email