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 $294,414. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,005
Previous 1,429 40.31%
Holding current value
$294,414
Previous $220,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,987
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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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