Panoramic Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,950 shares of XLV stock, worth $689,634. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,950
Previous 4,950 -0.0%
Holding current value
$689,634
Previous $731 Million 4.26%
% of portfolio
0.53%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023
BUY
$128.74 - $136.24 $135,177 - $143,052
1,050 Added 26.92%
4,950 $637 Million
Q4 2022

Mar 01, 2023
BUY
$121.85 - $140.1 $475,215 - $546,390
3,900 New
3,900 $530 Million

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
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
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, 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 Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email