Fiduciary Planning LLC Select Sector Spdr Fund Health Transaction History

Fiduciary Planning LLC

  • $232 Million
  • Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fiduciary Planning LLC holds 2,649 shares of XLV stock, worth $382,833. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,649
Previous 5,554 52.3%
Holding current value
$382,833
Previous $764,000 50.0%
% of portfolio
0.16%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$137.61 - $149.68 $399,757 - $434,820
-2,905 Reduced 52.3%
2,649 $382,000
Q4 2024

Jan 24, 2025
SELL
$136.28 - $154.74 $475,753 - $540,197
-3,491 Reduced 38.6%
5,554 $764,000
Q3 2024

Oct 22, 2024
BUY
$143.3 - $157.24 $64,485 - $70,758
450 Added 5.24%
9,045 $1.39 Million
Q2 2024

Aug 06, 2024
SELL
$138.43 - $147.09 $98,839 - $105,022
-714 Reduced 7.67%
8,595 $1.25 Million
Q1 2024

Apr 29, 2024
BUY
$138.48 - $147.86 $105,798 - $112,965
764 Added 8.94%
9,309 $1.38 Million
Q4 2023

Jan 25, 2024
BUY
$123.14 - $136.38 $750,907 - $831,645
6,098 Added 249.2%
8,545 $1.17 Million
Q3 2023

Oct 26, 2023
BUY
$128.74 - $136.24 $315,026 - $333,379
2,447 New
2,447 $315,000

Others Institutions Holding XLV

# of Institutions
1,997
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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 Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning 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 Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email