Dynamic Wealth Strategies, LLC Select Sector Spdr Fund Health Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,245 shares of XLV stock, worth $592,602. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,245
Previous 4,455 4.71%
Holding current value
$592,602
Previous $649,000 0.77%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Nov 13, 2024
SELL
$143.3 - $157.24 $30,093 - $33,020
-210 Reduced 4.71%
4,245 $654,000
Q2 2024

Aug 15, 2024
BUY
$138.43 - $147.09 $20,626 - $21,916
149 Added 3.46%
4,455 $649,000
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $306,456 - $327,214
2,213 Added 105.73%
4,306 $636,000
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $257,732 - $285,443
2,093 New
2,093 $285 Million

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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