Frg Family Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 8,637 shares of XLV stock, worth $1.21 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,637
Previous 9,282 6.95%
Holding current value
$1.21 Million
Previous $1.35 Million 1.63%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Nov 15, 2024
SELL
$143.3 - $157.24 $92,428 - $101,419
-645 Reduced 6.95%
8,637 $1.33 Million
Q2 2024

Aug 07, 2024
BUY
$138.43 - $147.09 $38,068 - $40,449
275 Added 3.05%
9,282 $1.35 Million
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $236,385 - $252,397
1,707 Added 23.38%
9,007 $1.33 Million
Q4 2023

Jan 09, 2024
BUY
$123.14 - $136.38 $898,922 - $995,574
7,300 New
7,300 $995,000

Others Institutions Holding XLV

# of Institutions
1,941
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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