Reuter James Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 3,270 shares of XLV stock, worth $459,336. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,270
Previous 2,672 22.38%
Holding current value
$459,336
Previous $367,000 28.61%
% of portfolio
0.09%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$137.61 - $149.68 $82,290 - $89,508
598 Added 22.38%
3,270 $472,000
Q4 2024

Jan 24, 2025
BUY
$136.28 - $154.74 $41,974 - $47,659
308 Added 13.03%
2,672 $367,000
Q3 2024

Nov 08, 2024
BUY
$143.3 - $157.24 $338,761 - $371,715
2,364 New
2,364 $364,000

Others Institutions Holding XLV

# of Institutions
2,007
Shares Held
206M
Call Options Held
13.1M
Put Options Held
19.4M
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 Reuter James Wealth Management, LLC Portfolio

Follow Reuter James Wealth Management, LLC 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 Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email