Core Wealth Partners LLC Select Sector Spdr Fund Health Transaction History

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024

A detailed history of Core Wealth Partners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,620 shares of XLV stock, worth $364,075. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,620
Previous 2,613 0.27%
Holding current value
$364,075
Previous $381 Million 5.95%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Nov 04, 2024
BUY
$143.3 - $157.24 $1,003 - $1,100
7 Added 0.27%
2,620 $404 Million
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $969 - $1,029
7 Added 0.27%
2,613 $381 Million
Q1 2024

Apr 19, 2024
BUY
$138.48 - $147.86 $830 - $887
6 Added 0.23%
2,606 $385 Million
Q4 2023

Feb 07, 2024
BUY
$123.14 - $136.38 $985 - $1,091
8 Added 0.31%
2,600 $355 Million
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $901 - $953
7 Added 0.27%
2,592 $334 Million
Q2 2023

Aug 11, 2023
SELL
$126.74 - $135.66 $31,685 - $33,915
-250 Reduced 8.82%
2,585 $343 Million
Q1 2023

May 11, 2023
BUY
$124.15 - $135.82 $351,965 - $385,049
2,835 New
2,835 $367 Million

Others Institutions Holding XLV

# of Institutions
1,943
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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