Iag Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 558 shares of XLV stock, worth $81,529. This represents 0.01% of its overall portfolio holdings.

Number of Shares

558

Previous 300 86.0%

Holding current value

$81,529

Previous $46,000 65.22%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$136.28 - $154.74 $35,160 - $39,922	258 Added 86.0%	558 $76,000
Q2 2024 Jul 16, 2024	SELL	$138.43 - $147.09 $2,768 - $2,941	-20 Reduced 6.25%	300 $43,000
Q4 2023 Feb 02, 2024	BUY	$123.14 - $136.38 $12,929 - $14,319	105 Added 48.84%	320 $43,000
Q2 2022 Aug 03, 2022	SELL	$119.89 - $142.83 $22,539 - $26,852	-188 Reduced 46.65%	215 $28,000
Q2 2021 Aug 04, 2021	BUY	$116.39 - $126.03 $10,824 - $11,720	93 Added 30.0%	403 $51,000
Q4 2020 Feb 11, 2021	BUY	$101.66 - $113.44 $4,676 - $5,218	46 Added 17.42%	310 $36,000
Q3 2020 Feb 11, 2021	BUY	$100.71 - $109.44 $4,934 - $5,362	49 Added 22.79%	264 $28,000
Q4 2019 Feb 11, 2021	BUY	$87.95 - $103.11 $18,909 - $22,168	215 New	215 $22,000

Others Institutions Holding XLV

# of Institutions

1,940

Shares Held

202M

Call Options Held

11M

Put Options Held

16.2M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History