Rise Advisors, LLC Select Sector Spdr Fund Health Transaction History

Rise Advisors, LLC

  • $206 Million
  • Q4 2024

A detailed history of Rise Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Rise Advisors, LLC holds 2,286 shares of XLV stock, worth $336,133. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,286
Previous 1,563 46.26%
Holding current value
$336,133
Previous $240,000 30.83%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$136.28 - $154.74 $98,530 - $111,877
723 Added 46.26%
2,286 $314,000
Q3 2024

Oct 11, 2024
SELL
$143.3 - $157.24 $2,579 - $2,830
-18 Reduced 1.14%
1,563 $240,000
Q2 2024

Jul 09, 2024
BUY
$138.43 - $147.09 $182,589 - $194,011
1,319 Added 503.44%
1,581 $230,000
Q1 2024

Apr 09, 2024
BUY
$138.48 - $147.86 $36,281 - $38,739
262 New
262 $38,000

Others Institutions Holding XLV

# of Institutions
1,923
Shares Held
202M
Call Options Held
10.6M
Put Options Held
16.4M
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 Rise Advisors, LLC Portfolio

Follow Rise Advisors, 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 Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email