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

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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