Lifeworks Advisors, LLC Select Sector Spdr Fund Health Transaction History

Lifeworks Advisors, LLC

  • $351 Million
  • Q2 2024

A detailed history of Lifeworks Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,512 shares of XLV stock, worth $384,411. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,512
Previous 2,242 12.04%
Holding current value
$384,411
Previous $331,000 10.57%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 13, 2024
BUY
$138.43 - $147.09 $37,376 - $39,714
270 Added 12.04%
2,512 $366,000
Q1 2024

May 10, 2024
BUY
$138.48 - $147.86 $310,472 - $331,502
2,242 New
2,242 $331,000

Others Institutions Holding XLV

# of Institutions
1,856
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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email