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

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 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 2,050 shares of XLV stock, worth $295,835. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,050
Previous 4,950 58.59%
Holding current value
$295,835
Previous $762 Million 63.01%
% of portfolio
0.18%
Previous 0.53%

Shares

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

Jan 24, 2025
SELL
$136.28 - $154.74 $395,212 - $448,746
-2,900 Reduced 58.59%
2,050 $282 Million
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
1,924
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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