Pacific Capital Wealth Advisors, Inc Select Sector Spdr Fund Health Transaction History

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,987 shares of XLV stock, worth $396,195. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,987
Previous 2,987 -0.0%
Holding current value
$396,195
Previous $410,000 5.12%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$138.43 - $147.09 $286,965 - $304,917
2,073 Added 226.81%
2,987 $435,000
Q4 2023

Feb 06, 2024
BUY
$123.14 - $136.38 $112,549 - $124,651
914 New
914 $124,000

Others Institutions Holding XLV

# of Institutions
2,027
Shares Held
201M
Call Options Held
9.84M
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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email