Minich Mac Gregor Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 1,454 shares of XLV stock, worth $212,531. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,454
Previous 1,449 0.35%
Holding current value
$212,531
Previous $211,000 5.69%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024
BUY
$143.3 - $157.24 $716 - $786
5 Added 0.35%
1,454 $223,000
Q2 2024

Jul 25, 2024
BUY
$138.43 - $147.09 $692 - $735
5 Added 0.35%
1,449 $211,000
Q1 2024

Apr 16, 2024
BUY
$138.48 - $147.86 $199,965 - $213,509
1,444 New
1,444 $213,000
Q4 2022

Jan 09, 2023
BUY
$121.85 - $140.1 $17,790 - $20,454
146 New
146 $0
Q2 2020

Aug 05, 2020
SELL
$85.21 - $103.92 $940,462 - $1.15 Million
-11,037 Closed
0 $0
Q1 2020

Apr 21, 2020
BUY
$74.62 - $104.73 $823,580 - $1.16 Million
11,037 New
11,037 $1.07 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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