Kovitz Investment Group Partners, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 5,264 shares of XHE stock, worth $468,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,264
Previous 5,393 2.39%
Holding current value
$468,180
Previous $455,000 4.62%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$82.19 - $91.05 $10,602 - $11,745
-129 Reduced 2.39%
5,264 $476,000
Q2 2024

Aug 14, 2024
SELL
$81.26 - $87.72 $33,479 - $36,140
-412 Reduced 7.1%
5,393 $455,000
Q1 2024

May 14, 2024
BUY
$80.6 - $87.94 $467,882 - $510,491
5,805 New
5,805 $510,000

Others Institutions Holding XHE

# of Institutions
98
Shares Held
943K
Call Options Held
900
Put Options Held
100
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email