Consilio Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Consilio Wealth Advisors, LLC

  • $242 Million
  • Q3 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 24,337 shares of XLV stock, worth $3.59 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
24,337
Previous 24,093 1.01%
Holding current value
$3.59 Million
Previous $3.51 Million 6.75%
% of portfolio
1.55%
Previous 1.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$143.3 - $157.24 $34,965 - $38,366
244 Added 1.01%
24,337 $3.75 Million
Q2 2024

Jul 12, 2024
BUY
$138.43 - $147.09 $37,791 - $40,155
273 Added 1.15%
24,093 $3.51 Million
Q1 2024

Apr 18, 2024
SELL
$138.48 - $147.86 $16,479 - $17,595
-119 Reduced 0.5%
23,820 $3.52 Million
Q4 2023

Jan 11, 2024
SELL
$123.14 - $136.38 $807,798 - $894,652
-6,560 Reduced 21.51%
23,939 $3.26 Million
Q3 2023

Oct 11, 2023
BUY
$128.74 - $136.24 $65,657 - $69,482
510 Added 1.7%
30,499 $3.93 Million
Q2 2023

Jul 13, 2023
SELL
$126.74 - $135.66 $3.71 Million - $3.97 Million
-29,296 Reduced 49.42%
29,989 $3.98 Million
Q1 2023

Apr 06, 2023
BUY
$124.15 - $135.82 $415,778 - $454,861
3,349 Added 5.99%
59,285 $7.68 Million
Q4 2022

Jan 25, 2023
SELL
$121.85 - $140.1 $90,290 - $103,814
-741 Reduced 1.31%
55,936 $0
Q3 2022

Oct 20, 2022
BUY
$121.11 - $134.29 $468,574 - $519,568
3,869 Added 7.33%
56,677 $6.86 Million
Q2 2022

Jul 27, 2022
BUY
$119.89 - $142.83 $242,537 - $288,945
2,023 Added 3.98%
52,808 $6.77 Million
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $6.43 Million - $7.08 Million
50,785 New
50,785 $6.96 Million

Others Institutions Holding XLV

# of Institutions
1,941
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
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