Foguth Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History

Foguth Wealth Management, Llc.

$382 Billion
Q4 2024

A detailed history of Foguth Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 8,810 shares of XLV stock, worth $1.29 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,810

Previous 5,599 57.35%

Holding current value

$1.29 Million

Previous $850 Million 49.59%

% of portfolio

0.33%

Previous 0.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$136.28 - $154.74 $437,595 - $496,870	3,211 Added 57.35%	8,810 $1.27 Billion
Q3 2024 Oct 09, 2024	SELL	$143.3 - $157.24 $30,379 - $33,334	-212 Reduced 3.65%	5,599 $850 Million
Q2 2024 Jul 16, 2024	BUY	$138.43 - $147.09 $284,612 - $302,417	2,056 Added 54.75%	5,811 $847 Million
Q1 2024 Apr 17, 2024	BUY	$138.48 - $147.86 $519,992 - $555,214	3,755 New	3,755 $555 Million

Others Institutions Holding XLV

# of Institutions

1,971

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.

Account

Foguth Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History