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

Comprehensive Wealth Management, LLC

  • $151 Million
  • Q3 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 5,110 shares of XLV stock, worth $730,116. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,110
Previous 4,861 5.12%
Holding current value
$730,116
Previous $708,000 11.16%
% of portfolio
0.52%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,939
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
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

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

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email