A detailed history of Altus Wealth Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Altus Wealth Group LLC holds 2,930 shares of XLV stock, worth $418,638. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,930
Previous 11,160 73.75%
Holding current value
$418,638
Previous $1.63 Million 72.26%
% of portfolio
0.2%
Previous 0.82%

Shares

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

Oct 22, 2024

SELL
$143.3 - $157.24 $1.18 Million - $1.29 Million
-8,230 Reduced 73.75%
2,930 $451,000
Q2 2024

Aug 05, 2024

SELL
$138.43 - $147.09 $282,535 - $300,210
-2,041 Reduced 15.46%
11,160 $1.63 Million
Q1 2024

May 02, 2024

BUY
$138.48 - $147.86 $1.59 Million - $1.7 Million
11,516 Added 683.44%
13,201 $1.95 Million
Q4 2023

Jan 29, 2024

BUY
$123.14 - $136.38 $207,490 - $229,800
1,685 New
1,685 $229,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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