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

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 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 2,503 shares of XLV stock, worth $361,458. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,503
Previous 2,333 7.29%
Holding current value
$361,458
Previous $318,000 16.04%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$129.86 - $140.1 $29,348 - $31,662
226 Added 9.42%
2,625 $356,000
Q3 2022

Jan 25, 2023
BUY
N/A
2,399 New
2,399 $291,000

Others Institutions Holding XLV

# of Institutions
1,836
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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