Transamerica Financial Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Transamerica Financial Advisors, Inc.

  • $1.01 Billion
  • Q4 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 14,209 shares of XLV stock, worth $2.09 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,209
Previous 27,459 48.25%
Holding current value
$2.09 Million
Previous $4.23 Million 53.78%
% of portfolio
0.19%
Previous 0.41%

Shares

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

Feb 12, 2025
SELL
$136.28 - $154.74 $1.81 Million - $2.05 Million
-13,250 Reduced 48.25%
14,209 $1.96 Million
Q3 2024

Nov 13, 2024
SELL
$143.3 - $157.24 $59,756 - $65,569
-417 Reduced 1.5%
27,459 $4.23 Million
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $1.96 Million - $2.09 Million
14,126 Added 102.73%
27,876 $4.12 Million
Q4 2023

Feb 12, 2024
SELL
$123.14 - $136.38 $151,462 - $167,747
-1,230 Reduced 8.21%
13,750 $1.88 Million
Q3 2023

Nov 14, 2023
SELL
$128.74 - $136.24 $728,797 - $771,254
-5,661 Reduced 27.43%
14,980 $1.93 Million
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $760 - $813
-6 Reduced 0.03%
20,641 $2.74 Million
Q1 2023

May 15, 2023
BUY
$124.15 - $135.82 $110,245 - $120,608
888 Added 4.49%
20,647 $2.67 Million
Q4 2022

Feb 14, 2023
SELL
$121.85 - $140.1 $53,979 - $62,064
-443 Reduced 2.19%
19,759 $2.69 Million
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $107,424 - $119,115
887 Added 4.59%
20,202 $2.45 Million
Q2 2022

Aug 15, 2022
BUY
$119.89 - $142.83 $2.32 Million - $2.76 Million
19,315 New
19,315 $0
Q3 2020

Nov 12, 2020
SELL
$100.71 - $109.44 $3.11 Million - $3.38 Million
-30,900 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$85.21 - $103.92 $2.63 Million - $3.21 Million
30,900 New
30,900 $3.09 Million
Q3 2019

Nov 12, 2019
SELL
$89.33 - $92.0 $3.12 Million - $3.22 Million
-34,954 Closed
0 $0
Q2 2019

Aug 21, 2019
BUY
N/A
34,954 New
34,954 $3.24 Million
Q1 2019

May 14, 2019
SELL
N/A
-44,306 Closed
0 $0
Q4 2018

Feb 04, 2019
BUY
N/A
4,391 Added 11.0%
44,306 $3.83 Million
Q3 2018

Nov 13, 2018
BUY
N/A
5,409 Added 15.68%
39,915 $3.8 Million
Q2 2018

Jul 25, 2018
BUY
N/A
1,598 Added 4.86%
34,506 $2.88 Million
Q1 2018

May 09, 2018
BUY
N/A
2,341 Added 7.66%
32,908 $2.68 Million
Q4 2017

Feb 09, 2018
BUY
N/A
370 Added 1.23%
30,567 $2.53 Million
Q3 2017

Nov 13, 2017
BUY
N/A
30,197
30,197 $2.47 Million

Others Institutions Holding XLV

# of Institutions
1,988
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
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, 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 Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email