Cyndeo Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 1,426 shares of XLV stock, worth $196,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,426
Holding current value
$196,231
% of portfolio
0.02%

Shares

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

Oct 18, 2024
BUY
$143.3 - $157.24 $204,345 - $224,224
1,426 New
1,426 $219,000
Q3 2023

Oct 10, 2023
BUY
$128.74 - $136.24 $19,182 - $20,299
149 Added 7.3%
2,189 $281,000
Q1 2023

Apr 21, 2023
BUY
$124.15 - $135.82 $124 - $135
1 Added 0.05%
2,040 $264,000
Q4 2022

Jan 25, 2023
BUY
$121.85 - $140.1 $248,452 - $285,663
2,039 New
2,039 $0

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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