Elk River Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Elk River Wealth Management, LLC

  • $486 Million
  • Q1 2024

A detailed history of Elk River Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 4,020 shares of XLV stock, worth $580,528. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,020
Previous 5,120 21.48%
Holding current value
$580,528
Previous $698,000 15.04%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Apr 15, 2024
SELL
$138.48 - $147.86 $152,328 - $162,646
-1,100 Reduced 21.48%
4,020 $593,000
Q2 2023

Jul 17, 2023
SELL
$126.74 - $135.66 $27,882 - $29,845
-220 Reduced 4.12%
5,120 $679,000
Q4 2022

Jan 19, 2023
BUY
$129.86 - $140.1 $28,569 - $30,822
220 Added 4.3%
5,340 $0
Q1 2022

Apr 18, 2022
SELL
N/A
-275 Reduced 5.1%
5,120 $701,000
Q4 2021

Feb 11, 2022
SELL
N/A
-271 Reduced 4.78%
5,395 $760,000
Q1 2021

Apr 27, 2021
SELL
N/A
-1,125 Reduced 16.57%
5,666 $661,000
Q4 2020

Feb 08, 2021
BUY
N/A
6,791 New
6,791 $770,000

Others Institutions Holding XLV

# of Institutions
1,836
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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