Envision Financial Planning, LLC Select Sector Spdr Fund Health Transaction History

Envision Financial Planning, LLC

$194 Billion
Q4 2024

A detailed history of Envision Financial Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Envision Financial Planning, LLC holds 19,411 shares of XLV stock, worth $2.84 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

19,411

Previous 17,084 13.62%

Holding current value

$2.84 Million

Previous $2.63 Billion 1.49%

% of portfolio

1.38%

Previous 1.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$136.28 - $154.74 $317,123 - $360,079	2,327 Added 13.62%	19,411 $2.67 Billion
Q3 2024 Nov 07, 2024	BUY	$143.3 - $157.24 $114,783 - $125,949	801 Added 4.92%	17,084 $2.63 Billion
Q2 2024 Jul 30, 2024	BUY	$138.43 - $147.09 $84,027 - $89,283	607 Added 3.87%	16,283 $2.37 Billion
Q1 2024 Apr 30, 2024	BUY	$138.48 - $147.86 $52,345 - $55,891	378 Added 2.47%	15,676 $2.32 Billion
Q4 2023 Jan 23, 2024	BUY	$123.14 - $136.38 $1.88 Million - $2.09 Million	15,298 New	15,298 $2.09 Billion

Others Institutions Holding XLV

# of Institutions

1,973

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Envision Financial Planning, LLC Select Sector Spdr Fund Health Transaction History