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

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,024 shares of XLV stock, worth $292,508. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,024
Previous 2,406 15.88%
Holding current value
$292,508
Previous $370,000 24.86%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Feb 14, 2025
SELL
$136.28 - $154.74 $52,058 - $59,110
-382 Reduced 15.88%
2,024 $278,000
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $47,575 - $52,203
332 Added 16.01%
2,406 $370,000
Q3 2024

Nov 12, 2024
BUY
$143.3 - $157.24 $297,204 - $326,115
2,074 New
2,074 $319,000
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $23,541 - $25,136
170 Added 7.29%
2,503 $369,000
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $35,956 - $39,822
-292 Reduced 11.12%
2,333 $318,000
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $27,538 - $31,662
226 Added 9.42%
2,625 $356,000
Q3 2022

Jan 25, 2023
BUY
$121.11 - $134.29 $290,542 - $322,161
2,399 New
2,399 $291,000

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

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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