A detailed history of Avidian Wealth Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,977 shares of XLV stock, worth $573,324. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,977
Previous 3,651 8.93%
Holding current value
$573,324
Previous $532,000 15.04%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$143.3 - $157.24 $46,715 - $51,260
326 Added 8.93%
3,977 $612,000
Q2 2024

Aug 06, 2024

SELL
$138.43 - $147.09 $54,402 - $57,806
-393 Reduced 9.72%
3,651 $532,000
Q1 2024

May 03, 2024

SELL
$138.48 - $147.86 $39,605 - $42,287
-286 Reduced 6.61%
4,044 $597,000
Q4 2023

Feb 06, 2024

SELL
$123.14 - $136.38 $396,018 - $438,598
-3,216 Reduced 42.62%
4,330 $590,000
Q3 2023

Oct 13, 2023

SELL
$128.74 - $136.24 $5.02 Million - $5.31 Million
-38,956 Reduced 83.77%
7,546 $971,000
Q2 2023

Aug 03, 2023

SELL
$126.74 - $135.66 $4.56 Million - $4.88 Million
-35,959 Reduced 43.61%
46,502 $6.17 Million
Q1 2023

May 08, 2023

SELL
$124.15 - $135.82 $5.05 Million - $5.52 Million
-40,653 Reduced 33.02%
82,461 $10.7 Million
Q4 2022

Feb 06, 2023

SELL
$121.85 - $140.1 $825,777 - $949,457
-6,777 Reduced 5.22%
123,114 $16.7 Million
Q3 2022

Nov 03, 2022

BUY
$121.11 - $134.29 $1.83 Million - $2.03 Million
15,097 Added 13.15%
129,891 $15.7 Million
Q2 2022

Jul 29, 2022

SELL
$119.89 - $142.83 $752,789 - $896,829
-6,279 Reduced 5.19%
114,794 $14.7 Million
Q1 2022

May 10, 2022

BUY
$126.55 - $139.44 $725,004 - $798,851
5,729 Added 4.97%
121,073 $16.6 Million
Q4 2021

Feb 14, 2022

BUY
$125.34 - $141.49 $5.19 Million - $5.86 Million
41,404 Added 56.0%
115,344 $16.3 Million
Q3 2021

Nov 10, 2021

BUY
$127.07 - $136.85 $4.64 Million - $4.99 Million
36,495 Added 97.46%
73,940 $9.41 Million
Q2 2021

Aug 09, 2021

BUY
$116.39 - $126.03 $3.82 Million - $4.14 Million
32,856 Added 715.97%
37,445 $4.72 Million
Q1 2021

May 05, 2021

SELL
$110.8 - $118.5 $10.4 Million - $11.1 Million
-93,454 Reduced 95.32%
4,589 $536,000
Q4 2020

Feb 09, 2021

SELL
$101.66 - $113.44 $4.1 Million - $4.58 Million
-40,342 Reduced 29.15%
98,043 $11.1 Million
Q3 2020

Nov 06, 2020

SELL
$100.71 - $109.44 $462,863 - $502,986
-4,596 Reduced 3.21%
138,385 $14.6 Million
Q2 2020

Aug 10, 2020

SELL
$85.21 - $103.92 $530,176 - $646,590
-6,222 Reduced 4.17%
142,981 $14.3 Million
Q1 2020

Apr 22, 2020

SELL
$74.62 - $104.73 $327,656 - $459,869
-4,391 Reduced 2.86%
149,203 $13.2 Million
Q4 2019

Feb 13, 2020

BUY
$87.95 - $103.11 $480,998 - $563,908
5,469 Added 3.69%
153,594 $15.6 Million
Q3 2019

Nov 14, 2019

BUY
$89.33 - $92.0 $12.9 Million - $13.3 Million
144,405 Added 3881.85%
148,125 $13.4 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-1,688 Reduced 31.21%
3,720 $345,000
Q1 2019

May 15, 2019

SELL
N/A
-24,617 Reduced 81.99%
5,408 $496,000
Q4 2018

Feb 14, 2019

BUY
N/A
27,172 Added 952.4%
30,025 $2.6 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-679 Reduced 19.22%
2,853 $271,000
Q2 2018

Aug 14, 2018

BUY
N/A
113 Added 3.31%
3,532 $295,000
Q3 2017

Nov 14, 2017

SELL
N/A
-1,368 Reduced 28.58%
3,419 $279,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,787
4,787 $379,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.