Long Run Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Long Run Wealth Advisors, LLC

  • $392 Million
  • Q2 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 80,535 shares of XLV stock, worth $12.4 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
80,535
Previous 85,532 5.84%
Holding current value
$12.4 Million
Previous $12.6 Million 7.11%
% of portfolio
2.99%
Previous 3.35%

Shares

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

Jul 19, 2024
SELL
$138.43 - $147.09 $691,734 - $735,008
-4,997 Reduced 5.84%
80,535 $11.7 Million
Q1 2024

Apr 24, 2024
BUY
$138.48 - $147.86 $574,553 - $613,471
4,149 Added 5.1%
85,532 $12.6 Million
Q4 2023

Jan 10, 2024
BUY
$123.14 - $136.38 $573,586 - $635,258
4,658 Added 6.07%
81,383 $11.1 Million
Q3 2023

Oct 10, 2023
BUY
$128.74 - $136.24 $478,526 - $506,404
3,717 Added 5.09%
76,725 $9.88 Million
Q2 2023

Jul 17, 2023
BUY
$126.74 - $135.66 $1.16 Million - $1.24 Million
9,116 Added 14.27%
73,008 $9.69 Million
Q1 2023

Apr 21, 2023
SELL
$124.15 - $135.82 $544,025 - $595,163
-4,382 Reduced 6.42%
63,892 $8.27 Million
Q4 2022

Jan 26, 2023
BUY
$129.86 - $140.1 $275,043 - $296,731
2,118 Added 3.2%
68,274 $0
Q3 2022

Nov 09, 2022
BUY
N/A
18,074 Added 37.59%
66,156 $8.01 Million
Q2 2022

Jul 19, 2022
BUY
N/A
326 Added 0.68%
48,082 $6.17 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-1,343 Reduced 2.74%
47,756 $6.54 Million
Q4 2021

Jan 21, 2022
BUY
N/A
49,099 New
49,099 $6.93 Million

Others Institutions Holding XLV

# of Institutions
1,853
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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