Holistic Planning, LLC Select Sector Spdr Fund Health Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Holistic Planning, LLC holds 6,245 shares of XLV stock, worth $917,203. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,245
Previous 1,428 337.32%
Holding current value
$917,203
Previous $220 Million 290.62%
% of portfolio
0.31%
Previous 0.09%

Shares

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

Jan 24, 2025
BUY
$136.28 - $154.74 $656,460 - $745,382
4,817 Added 337.32%
6,245 $859 Million
Q3 2024

Nov 01, 2024
BUY
$143.3 - $157.24 $204,632 - $224,538
1,428 New
1,428 $220 Million

Others Institutions Holding XLV

# of Institutions
1,923
Shares Held
202M
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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