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

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

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 7,016 shares of XLV stock, worth $930,602. This represents 0.74% of its overall portfolio holdings.

Number of Shares
7,016
Previous 6,021 16.53%
Holding current value
$930,602
Previous $828,000 23.67%
% of portfolio
0.74%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$137.61 - $149.68 $136,921 - $148,931
995 Added 16.53%
7,016 $1.02 Million
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
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
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