Adamsbrown Wealth Consultants LLC Select Sector Spdr Fund Health Transaction History

Adamsbrown Wealth Consultants LLC

  • $247 Million
  • Q1 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 62,362 shares of XLV stock, worth $9 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
62,362
Previous 58,871 5.93%
Holding current value
$9 Million
Previous $8.03 Million 14.75%
% of portfolio
3.74%
Previous 3.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$138.48 - $147.86 $483,433 - $516,179
3,491 Added 5.93%
62,362 $9.21 Million
Q4 2023

Jan 29, 2024
BUY
$123.14 - $136.38 $1.49 Million - $1.65 Million
12,090 Added 25.84%
58,871 $8.03 Million
Q3 2023

Oct 24, 2023
BUY
$128.74 - $136.24 $604,563 - $639,783
4,696 Added 11.16%
46,781 $6.02 Million
Q2 2023

Jul 12, 2023
BUY
$126.74 - $135.66 $5.33 Million - $5.71 Million
42,085 New
42,085 $5.59 Million

Others Institutions Holding XLV

# of Institutions
1,834
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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