Fiduciary Planning LLC Select Sector Spdr Fund Health Transaction History

Fiduciary Planning LLC

  • $235 Million
  • Q4 2024

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 5,554 shares of XLV stock, worth $815,715. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,554
Previous 9,045 38.6%
Holding current value
$815,715
Previous $1.39 Million 45.15%
% of portfolio
0.33%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,926
Shares Held
202M
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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