Legacy Financial Strategies, LLC Select Sector Spdr Fund Health Transaction History

Legacy Financial Strategies, LLC

  • $409 Million
  • Q2 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 82,979 shares of XLV stock, worth $12.6 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
82,979
Previous 78,629 5.53%
Holding current value
$12.6 Million
Previous $11.6 Million 4.12%
% of portfolio
2.96%
Previous 3.02%

Shares

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

Jul 10, 2024
BUY
$138.43 - $147.09 $602,170 - $639,841
4,350 Added 5.53%
82,979 $12.1 Million
Q1 2024

Apr 10, 2024
BUY
$138.48 - $147.86 $141,665 - $151,260
1,023 Added 1.32%
78,629 $11.6 Million
Q4 2023

Feb 01, 2024
SELL
$123.14 - $136.38 $20,810 - $23,048
-169 Reduced 0.22%
77,606 $10.6 Million
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $960,400 - $1.02 Million
7,460 Added 10.61%
77,775 $10 Million
Q2 2023

Jul 28, 2023
BUY
$126.74 - $135.66 $310,386 - $332,231
2,449 Added 3.61%
70,315 $9.33 Million
Q1 2023

May 10, 2023
BUY
$124.15 - $135.82 $310,002 - $339,142
2,497 Added 3.82%
67,866 $8.79 Million
Q4 2022

Feb 15, 2023
BUY
$121.85 - $140.1 $929,837 - $1.07 Million
7,631 Added 13.22%
65,369 $8.88 Million
Q3 2022

Nov 08, 2022
BUY
$121.11 - $134.29 $6.99 Million - $7.75 Million
57,738 New
57,738 $6.99 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-4,978 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
428 Added 9.41%
4,978 $405,000
Q4 2017

May 14, 2018
BUY
N/A
4,550
4,550 $376,000

Others Institutions Holding XLV

# of Institutions
1,858
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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