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

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 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 16,283 shares of XLV stock, worth $2.41 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
16,283
Previous 15,676 3.87%
Holding current value
$2.41 Million
Previous $2.32 Billion 2.48%
% of portfolio
1.81%
Previous 1.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,886
Shares Held
197M
Call Options Held
8.49M
Put Options Held
10.4M
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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