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

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,540 shares of XLV stock, worth $819,199. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,540
Previous 5,280 4.92%
Holding current value
$819,199
Previous $780 Million 3.51%
% of portfolio
0.07%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$138.43 - $147.09 $35,991 - $38,243
260 Added 4.92%
5,540 $807 Million
Q1 2024

Apr 15, 2024
SELL
$138.48 - $147.86 $141,111 - $150,669
-1,019 Reduced 16.18%
5,280 $780 Million
Q4 2023

Jan 16, 2024
BUY
$123.14 - $136.38 $69,820 - $77,327
567 Added 9.89%
6,299 $859 Million
Q3 2023

Oct 23, 2023
SELL
$128.74 - $136.24 $234,564 - $248,229
-1,822 Reduced 24.12%
5,732 $1.61 Billion
Q2 2023

Aug 09, 2023
BUY
$126.74 - $135.66 $957,393 - $1.02 Million
7,554 New
7,554 $1 Billion

Others Institutions Holding XLV

# of Institutions
1,835
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.7M
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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