Clear Perspectives Financial Planning, LLC Select Sector Spdr Fund Health Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 325 shares of XLV stock, worth $43,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares
325
Previous 325 -0.0%
Holding current value
$43,527
Previous $44,000 4.55%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 05, 2021
SELL
$127.07 - $136.85 $508 - $547
-4 Reduced 1.22%
325 $41,000
Q4 2020

Feb 01, 2021
BUY
$101.66 - $113.44 $33,446 - $37,321
329 New
329 $37,000

Others Institutions Holding XLV

# of Institutions
2,028
Shares Held
201M
Call Options Held
9.84M
Put Options Held
18.8M
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 Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, 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 Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email