Axxcess Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 26,509 shares of XLV stock, worth $3.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
26,509
Previous 25,597 3.56%
Holding current value
$3.79 Million
Previous $3.73 Million 9.44%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 04, 2024
BUY
$143.3 - $157.24 $130,689 - $143,402
912 Added 3.56%
26,509 $4.08 Million
Q2 2024

Aug 09, 2024
BUY
$138.43 - $147.09 $1.79 Million - $1.9 Million
12,916 Added 101.85%
25,597 $3.73 Million
Q1 2024

May 14, 2024
BUY
$138.48 - $147.86 $1.07 Million - $1.14 Million
7,722 Added 155.72%
12,681 $1.87 Million
Q4 2023

Feb 06, 2024
BUY
$123.14 - $136.38 $610,651 - $676,308
4,959 New
4,959 $676,000
Q2 2023

Aug 08, 2023
SELL
$126.74 - $135.66 $650,936 - $696,749
-5,136 Reduced 64.85%
2,784 $369,000
Q1 2023

May 03, 2023
SELL
$124.15 - $135.82 $590,333 - $645,824
-4,755 Reduced 37.51%
7,920 $1.03 Million
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $1.03 Million - $1.19 Million
8,491 Added 202.94%
12,675 $1.72 Million
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $567,884 - $629,685
-4,689 Reduced 52.85%
4,184 $507,000
Q2 2022

Aug 11, 2022
BUY
$119.89 - $142.83 $545,259 - $649,590
4,548 Added 105.16%
8,873 $1.14 Million
Q1 2022

Aug 11, 2022
SELL
$126.55 - $139.44 $411,414 - $453,319
-3,251 Reduced 42.91%
4,325 $592,000
Q4 2021

Aug 11, 2022
BUY
$125.34 - $141.49 $949,575 - $1.07 Million
7,576 New
7,576 $1.07 Million

Others Institutions Holding XLV

# of Institutions
1,939
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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