Heritage Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,049 shares of XLV stock, worth $300,035. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,049
Previous 2,049 -0.0%
Holding current value
$300,035
Previous $316 Million 10.68%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Sep 09, 2024
BUY
$138.43 - $147.09 $283,643 - $301,387
2,049 New
2,049 $296 Million

Others Institutions Holding XLV

# of Institutions
1,936
Shares Held
205M
Call Options Held
11M
Put Options Held
16.2M
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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