Legacy Wealth Managment, Llc/Id Select Sector Spdr Fund Health Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 66 shares of XLV stock, worth $9,558. This represents 0.01% of its overall portfolio holdings.

Number of Shares
66
Previous 129 48.84%
Holding current value
$9,558
Previous $18,000 55.56%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$128.77 - $144.3 $8,112 - $9,090
-63 Reduced 48.84%
66 $8,000
Q1 2025

May 16, 2025
BUY
$137.61 - $149.68 $8,669 - $9,429
63 Added 95.45%
129 $18,000
Q4 2024

Feb 13, 2025
SELL
$136.28 - $154.74 $20,442 - $23,211
-150 Reduced 69.44%
66 $9,000
Q3 2024

Nov 15, 2024
BUY
$143.3 - $157.24 $30,952 - $33,963
216 New
216 $33,000

Others Institutions Holding XLV

# of Institutions
1,968
Shares Held
270M
Call Options Held
14.9M
Put Options Held
14.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email