Private Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Private Wealth Partners, LLC

  • $1.34 Billion
  • Q2 2024

A detailed history of Private Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,826 shares of XLV stock, worth $441,308. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,826
Previous 2,825 0.04%
Holding current value
$441,308
Previous $417,000 1.44%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 07, 2024
BUY
$138.43 - $147.09 $138 - $147
1 Added 0.04%
2,826 $411,000
Q1 2024

May 08, 2024
BUY
$138.48 - $147.86 $138 - $147
1 Added 0.04%
2,825 $417,000
Q4 2023

Feb 02, 2024
BUY
$123.14 - $136.38 $99,127 - $109,785
805 Added 39.87%
2,824 $385,000
Q3 2023

Nov 06, 2023
BUY
$128.74 - $136.24 $128 - $136
1 Added 0.05%
2,019 $259,000
Q2 2023

Aug 03, 2023
BUY
$126.74 - $135.66 $126 - $135
1 Added 0.05%
2,018 $267,000
Q1 2023

May 03, 2023
BUY
$124.15 - $135.82 $250,410 - $273,948
2,017 New
2,017 $261,000

Others Institutions Holding XLV

# of Institutions
1,854
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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