Dumont & Blake Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 2,131 shares of XLV stock, worth $311,360. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,131
Previous 2,024 5.29%
Holding current value
$311,360
Previous $311,000 5.79%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$136.28 - $154.74 $14,581 - $16,557
107 Added 5.29%
2,131 $293,000
Q3 2024

Oct 23, 2024
SELL
$143.3 - $157.24 $289,179 - $317,310
-2,018 Reduced 49.93%
2,024 $311,000
Q2 2024

Jul 23, 2024
BUY
$138.43 - $147.09 $280,182 - $297,710
2,024 Added 100.3%
4,042 $589,000
Q1 2024

Apr 17, 2024
BUY
$138.48 - $147.86 $279,452 - $298,381
2,018 New
2,018 $298,000

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
199M
Call Options Held
11.4M
Put Options Held
16.3M
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 Dumont & Blake Investment Advisors LLC Portfolio

Follow Dumont & Blake Investment Advisors 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 Dumont & Blake Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dumont & Blake Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email