Forvis Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,742 shares of XLV stock, worth $552,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,742
Previous 3,773 0.82%
Holding current value
$552,843
Previous $557,000 2.15%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$138.43 - $147.09 $4,291 - $4,559
-31 Reduced 0.82%
3,742 $545,000
Q1 2024

Apr 19, 2024
SELL
$138.48 - $147.86 $21,187 - $22,622
-153 Reduced 3.9%
3,773 $557,000
Q4 2023

Jan 11, 2024
SELL
$123.14 - $136.38 $46,177 - $51,142
-375 Reduced 8.72%
3,926 $535,000
Q3 2023

Oct 25, 2023
BUY
$128.74 - $136.24 $164,272 - $173,842
1,276 Added 42.18%
4,301 $553,000
Q2 2022

Jul 22, 2022
SELL
$119.89 - $142.83 $12,948 - $15,425
-108 Reduced 3.45%
3,025 $388,000
Q1 2022

May 10, 2022
BUY
$126.55 - $139.44 $396,481 - $436,865
3,133 New
3,133 $429,000
Q2 2021

Jul 14, 2021
SELL
$116.39 - $126.03 $357,782 - $387,416
-3,074 Closed
0 $0
Q1 2021

Apr 23, 2021
SELL
$110.8 - $118.5 $79,554 - $85,083
-718 Reduced 18.93%
3,074 $359,000
Q4 2020

Jan 22, 2021
BUY
$101.66 - $113.44 $385,494 - $430,164
3,792 New
3,792 $430,000
Q2 2019

Jul 10, 2019
SELL
N/A
-2,353 Closed
0 $0
Q1 2019

Apr 10, 2019
BUY
N/A
2,353 New
2,353 $216,000
Q4 2018

Jan 15, 2019
SELL
N/A
-2,248 Closed
0 $0
Q3 2018

Oct 09, 2018
BUY
N/A
2,248 New
2,248 $214,000
Q4 2017

Jan 18, 2018
SELL
N/A
-2,666 Closed
0 $0
Q3 2017

Oct 13, 2017
BUY
N/A
2,666
2,666 $218,000

Others Institutions Holding XLV

# of Institutions
1,888
Shares Held
198M
Call Options Held
8.49M
Put Options Held
10.4M
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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email