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

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 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 4,561 shares of XLV stock, worth $651,675. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,561
Previous 5,464 16.53%
Holding current value
$651,675
Previous $796 Million 11.79%
% of portfolio
0.56%
Previous 0.65%

Shares

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

Oct 31, 2024
SELL
$143.3 - $157.24 $129,399 - $141,987
-903 Reduced 16.53%
4,561 $702 Million
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
1,939
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
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