Blue Sky Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Blue Sky Wealth Advisors, LLC

  • $639 Million
  • Q4 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 2,394 shares of XLV stock, worth $335,590. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,394
Previous 2,394 -0.0%
Holding current value
$335,590
Previous $368,000 10.6%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$138.43 - $147.09 $331,401 - $352,133
2,394 New
2,394 $348,000
Q4 2021

Jan 25, 2022
SELL
$125.34 - $141.49 $1.5 Million - $1.69 Million
-11,970 Reduced 83.33%
2,394 $337,000
Q4 2021

Jan 13, 2022
BUY
$125.34 - $141.49 $1.5 Million - $1.69 Million
11,970 Added 500.0%
14,364 $2.02 Million
Q2 2021

Jul 27, 2021
SELL
$116.39 - $126.03 $32,007 - $34,658
-275 Reduced 10.3%
2,394 $308,000
Q1 2021

Apr 23, 2021
BUY
$110.8 - $118.5 $295,725 - $316,276
2,669 New
2,669 $315,000

Others Institutions Holding XLV

# of Institutions
1,928
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
Track This Portfolio

Track Blue Sky Wealth Advisors, LLC Portfolio

Follow Blue Sky Wealth Advisors, 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 Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email