Legacy Capital Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,551 shares of XLV stock, worth $223,824. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,551
Holding current value
$223,824
% of portfolio
0.04%

Shares

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

Nov 04, 2024
BUY
$143.3 - $157.24 $222,258 - $243,879
1,551 New
1,551 $238,000
Q3 2023

Oct 16, 2023
SELL
$128.74 - $136.24 $1.12 Million - $1.18 Million
-8,680 Reduced 74.14%
3,027 $389,000
Q2 2023

Jul 27, 2023
SELL
$126.74 - $135.66 $1.54 Million - $1.65 Million
-12,157 Reduced 50.94%
11,707 $1.55 Million
Q1 2023

May 10, 2023
SELL
$124.15 - $135.82 $1.45 Million - $1.59 Million
-11,686 Reduced 32.87%
23,864 $3.09 Million
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $465,101 - $534,761
3,817 Added 12.03%
35,550 $4.83 Million
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $3.84 Million - $4.26 Million
31,733 New
31,733 $3.84 Million

Others Institutions Holding XLV

# of Institutions
1,924
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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