Sequent Planning LLC Select Sector Spdr Fund Health Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sequent Planning LLC holds 2,645 shares of XLV stock, worth $377,917. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,645
Previous 2,505 5.59%
Holding current value
$377,917
Previous $363 Million 12.21%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $20,062 - $22,013
140 Added 5.59%
2,645 $407 Million
Q2 2024

Aug 12, 2024
BUY
$138.43 - $147.09 $6,367 - $6,766
46 Added 1.87%
2,505 $363 Million
Q1 2024

May 14, 2024
BUY
$138.48 - $147.86 $340,522 - $363,587
2,459 New
2,459 $363 Million

Others Institutions Holding XLV

# of Institutions
1,939
Shares Held
203M
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 Sequent Planning LLC Portfolio

Follow Sequent Planning 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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email