Lokken Investment Group LLC Select Sector Spdr Fund Health Transaction History

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lokken Investment Group LLC holds 7,549 shares of XLV stock, worth $1.1 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
7,549
Previous 7,418 1.77%
Holding current value
$1.1 Million
Previous $1.08 Million 7.49%
% of portfolio
0.51%
Previous 0.53%

Shares

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

Nov 12, 2024
BUY
$143.3 - $157.24 $18,772 - $20,598
131 Added 1.77%
7,549 $1.16 Million
Q2 2024

Aug 09, 2024
BUY
$138.43 - $147.09 $69,768 - $74,133
504 Added 7.29%
7,418 $1.08 Million
Q1 2024

May 14, 2024
SELL
$138.48 - $147.86 $6,785 - $7,245
-49 Reduced 0.7%
6,914 $1.02 Million
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $102,945 - $114,013
836 Added 13.64%
6,963 $949,000
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $5,278 - $5,585
41 Added 0.67%
6,127 $788,000
Q2 2023

Aug 09, 2023
BUY
$126.74 - $135.66 $34,473 - $36,899
272 Added 4.68%
6,086 $807,000
Q1 2023

May 08, 2023
SELL
$124.15 - $135.82 $1.35 Million - $1.48 Million
-10,873 Reduced 65.16%
5,814 $752,000
Q4 2022

Feb 13, 2023
SELL
$121.85 - $140.1 $32,046 - $36,846
-263 Reduced 1.55%
16,687 $2.27 Million
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $36,090 - $40,018
298 Added 1.79%
16,950 $2.05 Million
Q2 2022

Aug 08, 2022
SELL
$119.89 - $142.83 $11,149 - $13,283
-93 Reduced 0.56%
16,652 $2.14 Million
Q1 2022

May 11, 2022
BUY
$126.55 - $139.44 $2.12 Million - $2.33 Million
16,745 New
16,745 $2.18 Million

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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