Avitas Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Avitas Wealth Management LLC

  • $651 Million
  • Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avitas Wealth Management LLC holds 16,804 shares of XLV stock, worth $2.48 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,804
Previous 17,136 1.94%
Holding current value
$2.48 Million
Previous $2.34 Million 6.2%
% of portfolio
0.38%
Previous 0.39%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$138.48 - $147.86 $45,975 - $49,089
-332 Reduced 1.94%
16,804 $2.48 Million
Q4 2023

Jan 24, 2024
BUY
$123.14 - $136.38 $21,303 - $23,593
173 Added 1.02%
17,136 $2.34 Million
Q3 2023

Nov 02, 2023
SELL
$128.74 - $136.24 $112,776 - $119,346
-876 Reduced 4.91%
16,963 $2.18 Million
Q2 2023

Jul 18, 2023
BUY
$126.74 - $135.66 $23,446 - $25,097
185 Added 1.05%
17,839 $2.37 Million
Q1 2023

May 15, 2023
BUY
$124.15 - $135.82 $72,379 - $79,183
583 Added 3.42%
17,654 $2.29 Million
Q4 2022

Jan 10, 2023
BUY
$129.86 - $140.1 $137,911 - $148,786
1,062 Added 6.63%
17,071 $0
Q3 2022

Oct 27, 2022
BUY
N/A
333 Added 2.12%
16,009 $1.94 Million
Q2 2022

Jul 29, 2022
BUY
N/A
3,115 Added 24.8%
15,676 $2.01 Million
Q1 2022

Apr 28, 2022
BUY
N/A
1,205 Added 10.61%
12,561 $1.72 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-189 Reduced 1.64%
11,356 $1.6 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-113 Reduced 0.97%
11,545 $1.47 Million
Q2 2021

Jul 12, 2021
SELL
N/A
-982 Reduced 7.77%
11,658 $1.47 Million
Q1 2021

May 13, 2021
SELL
N/A
-3,491 Reduced 21.64%
12,640 $1.48 Million
Q4 2020

Feb 26, 2021
SELL
N/A
-159 Reduced 0.98%
16,131 $1.83 Million
Q3 2020

Oct 06, 2020
BUY
N/A
382 Added 2.4%
16,290 $1.72 Million
Q2 2020

Jul 30, 2020
BUY
N/A
226 Added 1.44%
15,908 $1.59 Million
Q1 2020

May 13, 2020
SELL
N/A
-2,355 Reduced 13.06%
15,682 $1.39 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-158 Reduced 0.87%
18,037 $1.84 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-362 Reduced 1.95%
18,195 $1.64 Million
Q2 2019

Jul 23, 2019
BUY
N/A
423 Added 2.33%
18,557 $1.72 Million
Q1 2019

May 01, 2019
BUY
N/A
38 Added 0.21%
18,134 $1.66 Million
Q4 2018

Feb 08, 2019
BUY
N/A
878 Added 5.1%
18,096 $1.57 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-106 Reduced 0.61%
17,218 $1.64 Million
Q2 2018

Aug 13, 2018
BUY
N/A
17,324 New
17,324 $1.45 Million

Others Institutions Holding XLV

# of Institutions
1,835
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.7M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email