Wealth Management Solutions, LLC Select Sector Spdr Fund Health Transaction History

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 2,699 shares of XLV stock, worth $416,941. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,699
Previous 2,695 0.15%
Holding current value
$416,941
Previous $357,000 2.8%
% of portfolio
0.24%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
BUY
$128.74 - $136.24 $514 - $544
4 Added 0.15%
2,699 $347,000
Q2 2023

Aug 03, 2023
SELL
$126.74 - $135.66 $65,778 - $70,407
-519 Reduced 16.15%
2,695 $357,000
Q1 2023

May 05, 2023
SELL
$124.15 - $135.82 $37,245 - $40,746
-300 Reduced 8.54%
3,214 $416,000
Q4 2022

Feb 09, 2023
BUY
$129.86 - $140.1 $68,436 - $73,832
527 Added 17.64%
3,514 $477,000
Q3 2022

Nov 07, 2022
SELL
N/A
-88 Reduced 2.86%
2,987 $362,000
Q2 2022

Aug 01, 2022
BUY
N/A
11 Added 0.36%
3,075 $394,000
Q1 2022

May 06, 2022
SELL
N/A
-728 Reduced 19.2%
3,064 $420,000
Q4 2021

Feb 03, 2022
BUY
N/A
3,792 New
3,792 $534,000

Others Institutions Holding XLV

# of Institutions
1,853
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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