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 2,509 shares of XLV stock, worth $366,740. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,509
Previous 2,512 0.12%
Holding current value
$366,740
Previous $366,000 5.46%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Nov 06, 2024

SELL
$143.3 - $157.24 $429 - $471
-3 Reduced 0.12%
2,509 $386,000
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

About SELECT SECTOR SPDR FUND-HEALTH


  • 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.