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 $932,253. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,245
Previous 1,428 337.32%
Holding current value
$932,253
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
1,982
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 Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email