Foundations Investment Advisors, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 9,723 shares of XHE stock, worth $820,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,723
Previous 20,733 53.1%
Holding current value
$820,718
Previous $1.75 Million 51.03%
% of portfolio
0.02%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$80.6 - $87.94 $887,405 - $968,219
-11,010 Reduced 53.1%
9,723 $855,000
Q4 2023

Feb 08, 2024
BUY
$66.75 - $85.43 $558,630 - $714,963
8,369 Added 67.69%
20,733 $1.75 Million
Q3 2023

Oct 05, 2023
BUY
$77.25 - $99.07 $955,119 - $1.22 Million
12,364 New
12,364 $965,000

Others Institutions Holding XHE

# of Institutions
115
Shares Held
1.21M
Call Options Held
4.9K
Put Options Held
4.8K
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email