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

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,913 shares of XLV stock, worth $281,861. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,913
Previous 1,568 22.0%
Holding current value
$281,861
Previous $241,000 9.13%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$136.28 - $154.74 $47,016 - $53,385
345 Added 22.0%
1,913 $263,000
Q3 2024

Oct 30, 2024
SELL
$143.3 - $157.24 $7,738 - $8,490
-54 Reduced 3.33%
1,568 $241,000
Q1 2024

May 14, 2024
BUY
$138.48 - $147.86 $224,614 - $239,828
1,622 New
1,622 $239,000

Others Institutions Holding XLV

# of Institutions
1,923
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
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email