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

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 6,021 shares of XLV stock, worth $870,154. This represents 0.63% of its overall portfolio holdings.

Number of Shares
6,021
Previous 5,110 17.83%
Holding current value
$870,154
Previous $787,000 5.21%
% of portfolio
0.63%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$136.28 - $154.74 $124,151 - $140,968
911 Added 17.83%
6,021 $828,000
Q3 2024

Nov 06, 2024
BUY
$143.3 - $157.24 $35,681 - $39,152
249 Added 5.12%
5,110 $787,000
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $672,908 - $715,004
4,861 New
4,861 $708,000

Others Institutions Holding XLV

# of Institutions
1,997
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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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