Avion Wealth Select Sector Spdr Fund Health Transaction History

Avion Wealth

  • $389 Million
  • Q4 2024

A detailed history of Avion Wealth transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avion Wealth holds 1,355 shares of XLV stock, worth $183,588. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,355
Previous 869 55.93%
Holding current value
$183,588
Previous $133,000 39.85%
% of portfolio
0.05%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$136.28 - $154.74 $66,232 - $75,203
486 Added 55.93%
1,355 $186,000
Q2 2024

Jul 26, 2024
BUY
$138.43 - $147.09 $17,857 - $18,974
129 Added 17.43%
869 $126,000
Q2 2023

Jul 14, 2023
BUY
$126.74 - $135.66 $126 - $135
1 Added 0.14%
740 $98,000
Q2 2022

Aug 11, 2022
BUY
$119.89 - $142.83 $5,994 - $7,141
50 Added 7.26%
739 $95,000
Q2 2021

Jul 27, 2021
BUY
$116.39 - $126.03 $1,163 - $1,260
10 Added 1.47%
689 $87,000
Q1 2021

May 06, 2021
SELL
$110.8 - $118.5 $11,080 - $11,850
-100 Reduced 12.84%
679 $79,000
Q4 2020

Jan 26, 2021
BUY
$101.66 - $113.44 $79,193 - $88,369
779 New
779 $88,000

Others Institutions Holding XLV

# of Institutions
1,992
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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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