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

Guardian Wealth Advisors, LLC

$717 Million
Q1 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 782 shares of XLV stock, worth $112,920. This represents 0.02% of its overall portfolio holdings.

Number of Shares

782

Previous 1,090 28.26%

Holding current value

$112,920

Previous $148,000 22.3%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$138.48 - $147.86 $42,651 - $45,540	-308 Reduced 28.26%	782 $115,000
Q4 2023 Feb 14, 2024	SELL	$123.14 - $136.38 $18,594 - $20,593	-151 Reduced 12.17%	1,090 $148,000
Q3 2023 Nov 14, 2023	SELL	$128.74 - $136.24 $2,574 - $2,724	-20 Reduced 1.59%	1,241 $159,000
Q2 2023 Aug 14, 2023	SELL	$126.74 - $135.66 $1,520 - $1,627	-12 Reduced 0.94%	1,261 $167,000
Q1 2023 May 15, 2023	SELL	$124.15 - $135.82 $1,986 - $2,173	-16 Reduced 1.24%	1,273 $164,000

Q3 2022 Nov 14, 2022	BUY	N/A	57 Added 4.63%	1,289 $156,000
Q2 2022 Aug 15, 2022	BUY	N/A	713 Added 137.38%	1,232 $158,000
Q4 2021 May 16, 2022	BUY	N/A	519 New	519 $73,000

Others Institutions Holding XLV

# of Institutions

1,834

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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