Vertex Planning Partners, LLC Select Sector Spdr Fund Health Transaction History

Vertex Planning Partners, LLC

  • $385 Billion
  • Q2 2024

A detailed history of Vertex Planning Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,529 shares of XLV stock, worth $535,137. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,529
Previous 3,645 3.18%
Holding current value
$535,137
Previous $539 Million 4.5%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Aug 13, 2024
SELL
$138.43 - $147.09 $16,057 - $17,062
-116 Reduced 3.18%
3,529 $514 Million
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $48,394 - $53,597
393 Added 12.08%
3,645 $497 Million
Q1 2023

May 16, 2023
SELL
$124.15 - $135.82 $87,029 - $95,209
-701 Reduced 17.73%
3,252 $421 Million
Q4 2022

Feb 06, 2023
BUY
$121.85 - $140.1 $481,673 - $553,815
3,953 New
3,953 $537 Million

Others Institutions Holding XLV

# of Institutions
1,857
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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