True Wealth Design, LLC Select Sector Spdr Fund Health Transaction History

True Wealth Design, LLC

  • $401 Billion
  • Q1 2024

A detailed history of True Wealth Design, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, True Wealth Design, LLC holds 100 shares of XLV stock, worth $14,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 130 23.08%
Holding current value
$14,330
Previous $17.7 Million 16.68%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$138.48 - $147.86 $4,154 - $4,435
-30 Reduced 23.08%
100 $14.8 Million
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $3,694 - $4,091
30 Added 30.0%
130 $17.7 Million
Q1 2023

May 12, 2023
SELL
$124.15 - $135.82 $6,207 - $6,791
-50 Reduced 33.33%
100 $12.9 Million
Q4 2022

Feb 15, 2023
BUY
$129.86 - $140.1 $19,479 - $21,015
150 New
150 $20.4 Million

Others Institutions Holding XLV

# of Institutions
1,835
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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