A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 2,544 shares of XLV stock, worth $378,877. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,544
Holding current value
$378,877
% of portfolio
0.32%

Shares

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

Feb 28, 2025

BUY
$136.28 - $154.74 $346,696 - $393,658
2,544 New
2,544 $350 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. 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 Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.