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

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

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 19,039 shares of XLV stock, worth $2.63 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
19,039
Previous 14,721 29.33%
Holding current value
$2.63 Million
Previous $2.03 Billion 37.27%
% of portfolio
1.25%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$137.61 - $149.68 $594,199 - $646,318
4,318 Added 29.33%
19,039 $2.78 Billion
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
1,998
Shares Held
205M
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
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