Morton Brown Family Wealth, LLC Select Sector Spdr Fund Health Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 246 shares of XLV stock, worth $35,620. This represents 0.01% of its overall portfolio holdings.

Number of Shares
246
Previous 245 0.41%
Holding current value
$35,620
Previous $37,000 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$136.28 - $154.74 $136 - $154
1 Added 0.41%
246 $33,000
Q3 2024

Oct 24, 2024
BUY
$143.3 - $157.24 $143 - $157
1 Added 0.41%
245 $37,000
Q2 2024

Jul 30, 2024
BUY
$138.43 - $147.09 $138 - $147
1 Added 0.41%
244 $35,000
Q1 2024

Apr 23, 2024
SELL
$138.48 - $147.86 $12,324 - $13,159
-89 Reduced 26.81%
243 $35,000
Q4 2023

Jan 26, 2024
BUY
$123.14 - $136.38 $11,205 - $12,410
91 Added 37.76%
332 $45,000
Q3 2023

Oct 18, 2023
BUY
$128.74 - $136.24 $128 - $136
1 Added 0.42%
241 $31,000
Q2 2023

Jul 25, 2023
BUY
$126.74 - $135.66 $126 - $135
1 Added 0.42%
240 $31,000
Q1 2023

Apr 25, 2023
BUY
$124.15 - $135.82 $124 - $135
1 Added 0.42%
239 $30,000
Q4 2022

Feb 01, 2023
BUY
$121.85 - $140.1 $121 - $140
1 Added 0.42%
238 $32,000
Q3 2022

Oct 31, 2022
BUY
$121.11 - $134.29 $121 - $134
1 Added 0.42%
237 $29,000
Q2 2022

Jul 21, 2022
BUY
$119.89 - $142.83 $119 - $142
1 Added 0.43%
236 $30,000
Q4 2021

Feb 11, 2022
BUY
$125.34 - $141.49 $29,454 - $33,250
235 New
235 $33,000

Others Institutions Holding XLV

# of Institutions
1,955
Shares Held
199M
Call Options Held
11.3M
Put Options Held
18.8M
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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email