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 $367,522. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,645
Previous 2,505 5.59%
Holding current value
$367,522
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
1,943
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
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