Tria Gen Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,505 shares of XLV stock, worth $216,268. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,505
Previous 1,505 -0.0%
Holding current value
$216,268
Previous $205,000 8.29%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
SELL
$123.14 - $136.38 $33,863 - $37,504
-275 Reduced 15.45%
1,505 $205,000
Q2 2023

Aug 08, 2023
SELL
$126.74 - $135.66 $3,168 - $3,391
-25 Reduced 1.39%
1,780 $236,000
Q1 2022

Apr 29, 2022
SELL
N/A
-100 Reduced 5.25%
1,805 $247,000
Q3 2021

Nov 10, 2021
SELL
N/A
-15 Reduced 0.78%
1,905 $243,000
Q2 2021

Aug 02, 2021
SELL
N/A
-20 Reduced 1.03%
1,920 $254,000
Q1 2021

Apr 26, 2021
BUY
N/A
1,940 New
1,940 $226,000

Others Institutions Holding XLV

# of Institutions
1,829
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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