Trademark Financial Management, LLC Select Sector Spdr Fund Health Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024

A detailed history of Trademark Financial Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Trademark Financial Management, LLC holds 5,464 shares of XLV stock, worth $828,560. This represents 0.65% of its overall portfolio holdings.

Number of Shares
5,464
Previous 5,516 0.94%
Holding current value
$828,560
Previous $815 Million 2.27%
% of portfolio
0.65%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$138.43 - $147.09 $7,198 - $7,648
-52 Reduced 0.94%
5,464 $796 Million
Q1 2024

May 07, 2024
BUY
$138.48 - $147.86 $763,855 - $815,595
5,516 New
5,516 $815 Million

Others Institutions Holding XLV

# of Institutions
1,858
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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