Aprio Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 3,198 shares of XLV stock, worth $499,399. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,198
Previous 2,924 9.37%
Holding current value
$499,399
Previous $431,000 8.12%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$138.43 - $147.09 $37,929 - $40,302
274 Added 9.37%
3,198 $466,000
Q1 2024

Apr 10, 2024
BUY
$138.48 - $147.86 $50,960 - $54,412
368 Added 14.4%
2,924 $431,000
Q4 2023

Jan 17, 2024
BUY
$123.14 - $136.38 $314,745 - $348,587
2,556 New
2,556 $348,000
Q3 2020

Oct 14, 2020
SELL
$100.71 - $109.44 $701,344 - $762,140
-6,964 Closed
0 $0
Q2 2020

Jul 20, 2020
BUY
$85.21 - $103.92 $593,402 - $723,698
6,964 New
6,964 $697,000

Others Institutions Holding XLV

# of Institutions
1,854
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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