Dynamic Wealth Strategies, LLC Select Sector Spdr Fund Health Transaction History

Dynamic Wealth Strategies, LLC

  • $117 Million
  • Q1 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,306 shares of XLV stock, worth $646,115. This represents 0.54% of its overall portfolio holdings.

Number of Shares
4,306
Previous 2,093 105.73%
Holding current value
$646,115
Previous $285 Million 99.78%
% of portfolio
0.54%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $306,456 - $327,214
2,213 Added 105.73%
4,306 $636,000
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $257,732 - $285,443
2,093 New
2,093 $285 Million

Others Institutions Holding XLV

# of Institutions
1,838
Shares Held
204M
Call Options Held
9.43M
Put Options Held
12.7M
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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