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 $443,412. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,270
Previous 2,672 22.38%
Holding current value
$443,412
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
2,026
Shares Held
272M
Call Options Held
9.84M
Put Options Held
18.8M
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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