Mbl Wealth, LLC Select Sector Spdr Fund Health Transaction History

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mbl Wealth, LLC holds 1,618 shares of XLV stock, worth $237,198. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,618
Previous 3,148 48.6%
Holding current value
$237,198
Previous $458,000 45.63%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jan 08, 2025
SELL
$143.3 - $157.24 $219,249 - $240,577
-1,530 Reduced 48.6%
1,618 $249,000
Q2 2024

Jul 19, 2024
SELL
$138.43 - $147.09 $451,973 - $480,248
-3,265 Reduced 50.91%
3,148 $458,000
Q1 2024

Apr 22, 2024
BUY
$138.48 - $147.86 $888,072 - $948,226
6,413 New
6,413 $947,000
Q4 2022

Jan 12, 2023
BUY
$121.85 - $140.1 $143,904 - $165,458
1,181 Added 5.47%
22,777 $3.09 Million
Q3 2022

Jan 12, 2023
BUY
$121.11 - $134.29 $238,465 - $264,417
1,969 Added 10.03%
21,596 $2.62 Million
Q2 2022

Jan 12, 2023
BUY
$119.89 - $142.83 $544,300 - $648,448
4,540 Added 30.09%
19,627 $2.52 Million
Q1 2022

May 02, 2022
BUY
$126.55 - $139.44 $1.91 Million - $2.1 Million
15,087 New
15,087 $2.07 Million

Others Institutions Holding XLV

# of Institutions
1,988
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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 Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, 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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email