Beacon Financial Advisory LLC Select Sector Spdr Fund Health Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 1,815 shares of XLV stock, worth $265,770. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,815
Previous 1,812 0.17%
Holding current value
$265,770
Previous $279,000 10.75%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jan 27, 2025
BUY
$136.28 - $154.74 $408 - $464
3 Added 0.17%
1,815 $249,000
Q3 2024

Oct 30, 2024
BUY
$143.3 - $157.24 $18,915 - $20,755
132 Added 7.86%
1,812 $279,000
Q2 2024

Jul 26, 2024
BUY
$138.43 - $147.09 $232,562 - $247,111
1,680 New
1,680 $244,000
Q4 2023

Jan 23, 2024
BUY
$123.14 - $136.38 $185,079 - $204,979
1,503 New
1,503 $204,000

Others Institutions Holding XLV

# of Institutions
1,972
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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