New Wave Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 14,721 shares of XLV stock, worth $2.13 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
14,721
Previous 16,852 12.65%
Holding current value
$2.13 Million
Previous $2.6 Billion 21.98%
% of portfolio
0.83%
Previous 1.2%

Shares

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

Jan 23, 2025
SELL
$136.28 - $154.74 $290,412 - $329,750
-2,131 Reduced 12.65%
14,721 $2.03 Billion
Q3 2024

Oct 23, 2024
SELL
$143.3 - $157.24 $332,026 - $364,325
-2,317 Reduced 12.09%
16,852 $2.6 Billion
Q2 2024

Aug 27, 2024
BUY
$138.43 - $147.09 $2.65 Million - $2.82 Million
19,169 New
19,169 $2.79 Billion

Others Institutions Holding XLV

# of Institutions
1,991
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 New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email