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

Insight Wealth Partners, LLC

  • $723 Million
  • Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 5,126 shares of XLV stock, worth $750,600. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,126
Previous 5,506 6.9%
Holding current value
$750,600
Previous $848,000 16.86%
% of portfolio
0.1%
Previous 0.17%

Shares

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

Feb 14, 2025
SELL
$136.28 - $154.74 $51,786 - $58,801
-380 Reduced 6.9%
5,126 $705,000
Q3 2024

Nov 13, 2024
BUY
$143.3 - $157.24 $389,489 - $427,378
2,718 Added 97.49%
5,506 $848,000
Q2 2024

Jul 18, 2024
BUY
$138.43 - $147.09 $104,929 - $111,494
758 Added 37.34%
2,788 $406,000
Q1 2024

May 10, 2024
BUY
$138.48 - $147.86 $281,114 - $300,155
2,030 New
2,030 $299,000

Others Institutions Holding XLV

# of Institutions
1,973
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
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