9258 Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,855 shares of XHE stock, worth $461,710. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,855
Previous 4,880 0.51%
Holding current value
$461,710
Previous $411,000 6.81%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 12, 2024
SELL
$82.19 - $91.05 $2,054 - $2,276
-25 Reduced 0.51%
4,855 $439,000
Q4 2023

Feb 06, 2024
SELL
$66.75 - $85.43 $16,353 - $20,930
-245 Reduced 4.78%
4,880 $411,000
Q2 2023

Aug 08, 2023
SELL
$92.66 - $99.27 $18,532 - $19,854
-200 Reduced 3.76%
5,125 $504,000
Q4 2019

Feb 06, 2020
BUY
$74.14 - $86.35 $394,795 - $459,813
5,325 New
5,325 $456,000

Others Institutions Holding XHE

# of Institutions
97
Shares Held
939K
Call Options Held
900
Put Options Held
100
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
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