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

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 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 3,588 shares of XLV stock, worth $517,246. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,588
Previous 3,529 1.67%
Holding current value
$517,246
Previous $514 Million 7.45%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 07, 2024
BUY
$143.3 - $157.24 $8,454 - $9,277
59 Added 1.67%
3,588 $553 Million
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
1,941
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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email