Peak Financial Advisors LLC Select Sector Spdr Fund Health Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Peak Financial Advisors LLC holds 2,308 shares of XLV stock, worth $332,721. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,308
Holding current value
$332,721
% of portfolio
0.22%

Shares

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

Oct 09, 2024
BUY
$143.3 - $157.24 $330,736 - $362,909
2,308 New
2,308 $355,000
Q1 2024

Apr 12, 2024
BUY
$138.48 - $147.86 $680,629 - $726,731
4,915 New
4,915 $726,000
Q4 2022

Jan 12, 2023
BUY
$121.85 - $140.1 $2.63 Million - $3.02 Million
21,585 New
21,585 $2.93 Billion
Q4 2021

Jan 19, 2022
SELL
$125.34 - $141.49 $2.52 Million - $2.84 Million
-20,100 Closed
0 $0
Q3 2021

Oct 12, 2021
BUY
$127.07 - $136.85 $2.55 Million - $2.75 Million
20,100 New
20,100 $2.56 Million

Others Institutions Holding XLV

# of Institutions
1,939
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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