Avantax Planning Partners, Inc. Select Sector Spdr Fund Health Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,005 shares of XLV stock, worth $290,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,005

Previous 1,429 40.31%

Holding current value

$290,324

Previous $220,000 25.0%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$136.28 - $154.74 $78,497 - $89,130	576 Added 40.31%	2,005 $275,000
Q3 2024 Nov 13, 2024	BUY	$143.3 - $157.24 $204,775 - $224,695	1,429 New	1,429 $220,000
Q4 2023 Feb 09, 2024	BUY	$123.14 - $136.38 $185,448 - $205,388	1,506 New	1,506 $205,000
Q4 2022 Feb 09, 2023	BUY	$121.85 - $140.1 $196,787 - $226,261	1,615 New	1,615 $219,000
Q2 2022 Jul 18, 2022	BUY	$119.89 - $142.83 $15,345 - $18,282	128 Added 7.42%	1,852 $238,000
Q1 2022 May 09, 2022	BUY	$126.55 - $139.44 $22,525 - $24,820	178 Added 11.51%	1,724 $236,000
Q4 2021 Jan 28, 2022	SELL	$125.34 - $141.49 $8,272 - $9,338	-66 Reduced 4.09%	1,546 $218,000
Q3 2021 Oct 27, 2021	BUY	$127.07 - $136.85 $1,143 - $1,231	9 Added 0.56%	1,612 $205,000
Q2 2021 Aug 10, 2021	BUY	$116.39 - $126.03 $186,573 - $202,026	1,603 New	1,603 $202,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,191 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-509 Reduced 18.85%	2,191 $208,000
Q2 2018 Aug 13, 2018	SELL	N/A	-495 Reduced 15.49%	2,700 $225,000
Q1 2018 May 15, 2018	SELL	N/A	-16 Reduced 0.5%	3,195 $260,000
Q4 2017 Feb 09, 2018	SELL	N/A	-99 Reduced 2.99%	3,211 $265,000
Q3 2017 Oct 19, 2017	BUY	N/A	3,310	3,310 $271,000

Others Institutions Holding XLV

# of Institutions

1,955

Shares Held

199M

Call Options Held

11.3M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Select Sector Spdr Fund Health Transaction History