Primoris Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Primoris Wealth Advisors, LLC

$128 Million
Q4 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,790 shares of XLV stock, worth $416,491. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,790

Previous 9,561 70.82%

Holding current value

$416,491

Previous $1.47 Million 73.98%

% of portfolio

0.3%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$136.28 - $154.74 $922,751 - $1.05 Million	-6,771 Reduced 70.82%	2,790 $383,000
Q3 2024 Nov 01, 2024	SELL	$143.3 - $157.24 $113,207 - $124,219	-790 Reduced 7.63%	9,561 $1.47 Million
Q2 2024 Aug 01, 2024	BUY	$138.43 - $147.09 $8,997 - $9,560	65 Added 0.63%	10,351 $1.51 Million
Q1 2024 May 07, 2024	SELL	$138.48 - $147.86 $38,635 - $41,252	-279 Reduced 2.64%	10,286 $1.52 Million
Q4 2023 Feb 15, 2024	SELL	$123.14 - $136.38 $68,958 - $76,372	-560 Reduced 5.03%	10,565 $1.44 Million
Q3 2023 Oct 31, 2023	SELL	$128.74 - $136.24 $2.52 Million - $2.67 Million	-19,580 Reduced 63.77%	11,125 $1.43 Million
Q2 2023 Aug 03, 2023	BUY	$126.74 - $135.66 $3.89 Million - $4.17 Million	30,705 New	30,705 $4.08 Million

Others Institutions Holding XLV

# of Institutions

1,982

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Primoris Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History