Fortis Capital Advisors, LLC Select Sector Spdr Fund Health Transaction History

Fortis Capital Advisors, LLC

  • $293 Billion
  • Q4 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 2,913 shares of XLV stock, worth $430,599. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,913
Previous 2,913 -0.0%
Holding current value
$430,599
Previous $449 Million 2.06%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 12, 2024
SELL
$143.3 - $157.24 $18,485 - $20,283
-129 Reduced 4.24%
2,913 $449 Million
Q2 2024

Aug 02, 2024
BUY
$138.43 - $147.09 $68,245 - $72,515
493 Added 19.34%
3,042 $443 Million
Q1 2024

May 08, 2024
BUY
$138.48 - $147.86 $43,067 - $45,984
311 Added 13.9%
2,549 $377 Million
Q4 2023

Feb 09, 2024
BUY
$123.14 - $136.38 $275,587 - $305,218
2,238 New
2,238 $305 Million
Q1 2023

May 15, 2023
BUY
$124.15 - $135.82 $18,125 - $19,829
146 Added 58.4%
396 $51.3 Million
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $30,462 - $35,025
250 New
250 $34 Million

Others Institutions Holding XLV

# of Institutions
1,974
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
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email