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

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q2 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 10,351 shares of XLV stock, worth $1.57 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
10,351
Previous 10,286 0.63%
Holding current value
$1.57 Million
Previous $1.52 Million 0.72%
% of portfolio
1.2%
Previous 1.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,858
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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