Envision Financial Planning, LLC Select Sector Spdr Fund Health Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Envision Financial Planning, LLC holds 17,084 shares of XLV stock, worth $2.36 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
17,084
Previous 16,283 4.92%
Holding current value
$2.36 Million
Previous $2.37 Billion 10.87%
% of portfolio
1.39%
Previous 1.81%

Shares

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

Nov 07, 2024
BUY
$143.3 - $157.24 $114,783 - $125,949
801 Added 4.92%
17,084 $2.63 Billion
Q2 2024

Jul 30, 2024
BUY
$138.43 - $147.09 $84,027 - $89,283
607 Added 3.87%
16,283 $2.37 Billion
Q1 2024

Apr 30, 2024
BUY
$138.48 - $147.86 $52,345 - $55,891
378 Added 2.47%
15,676 $2.32 Billion
Q4 2023

Jan 23, 2024
BUY
$123.14 - $136.38 $1.88 Million - $2.09 Million
15,298 New
15,298 $2.09 Billion

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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