Ever Source Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,594 shares of XLV stock, worth $757,931. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,594
Previous 5,229 6.98%
Holding current value
$757,931
Previous $805,000 4.47%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 07, 2025
BUY
$136.28 - $154.74 $49,742 - $56,480
365 Added 6.98%
5,594 $769,000
Q3 2024

Nov 08, 2024
BUY
$143.3 - $157.24 $53,594 - $58,807
374 Added 7.7%
5,229 $805,000
Q2 2024

Aug 13, 2024
SELL
$138.43 - $147.09 $194,355 - $206,514
-1,404 Reduced 22.43%
4,855 $707,000
Q1 2024

Jun 11, 2024
SELL
$138.48 - $147.86 $25,064 - $26,762
-181 Reduced 2.81%
6,259 $924,000
Q4 2023

Feb 09, 2024
BUY
$123.14 - $136.38 $612,621 - $678,490
4,975 Added 339.59%
6,440 $878,000
Q3 2023

Nov 03, 2023
SELL
$128.74 - $136.24 $1,287 - $1,362
-10 Reduced 0.68%
1,465 $188,000
Q2 2023

Aug 04, 2023
SELL
$126.74 - $135.66 $94,928 - $101,609
-749 Reduced 33.68%
1,475 $195,000
Q1 2023

May 11, 2023
BUY
$124.15 - $135.82 $33,148 - $36,263
267 Added 13.64%
2,224 $287,000
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $236,632 - $272,074
1,942 Added 12946.67%
1,957 $265,000
Q2 2022

Aug 01, 2022
SELL
$119.89 - $142.83 $11,389 - $13,568
-95 Reduced 86.36%
15 $2,000
Q1 2022

May 25, 2022
SELL
$126.55 - $139.44 $3,416 - $3,764
-27 Reduced 19.71%
110 $15,000
Q4 2021

Feb 07, 2022
BUY
$125.34 - $141.49 $17,171 - $19,384
137 New
137 $19,000

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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