Wealth Enhancement Advisory Services, LLC Select Sector Spdr Fund Health Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 121,850 shares of XLV stock, worth $17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
121,850
Previous 106,146 14.79%
Holding current value
$17 Million
Previous $16.3 Million 2.53%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 10, 2025
BUY
$136.28 - $154.74 $2.14 Million - $2.43 Million
15,704 Added 14.79%
121,850 $16.8 Million
Q3 2024

Oct 23, 2024
BUY
$143.3 - $157.24 $404,822 - $444,203
2,825 Added 2.73%
106,146 $16.3 Million
Q2 2024

Jul 16, 2024
SELL
$138.43 - $147.09 $104,237 - $110,758
-753 Reduced 0.72%
103,321 $15.1 Million
Q1 2024

Apr 15, 2024
SELL
$138.48 - $147.86 $3.44 Million - $3.67 Million
-24,840 Reduced 19.27%
104,074 $15.4 Million
Q4 2023

Jan 30, 2024
BUY
$123.14 - $136.38 $2.26 Million - $2.5 Million
18,365 Added 16.61%
128,914 $17.6 Million
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $13.4 Million - $14.2 Million
104,299 Added 1668.78%
110,549 $14.2 Million
Q2 2023

Jul 21, 2023
SELL
$126.74 - $135.66 $580,469 - $621,322
-4,580 Reduced 42.29%
6,250 $829,000
Q1 2023

Apr 25, 2023
BUY
$124.15 - $135.82 $283,558 - $310,212
2,284 Added 26.73%
10,830 $1.4 Million
Q4 2022

Feb 01, 2023
SELL
$121.85 - $140.1 $37,164 - $42,730
-305 Reduced 3.45%
8,546 $1.16 Million
Q3 2022

Oct 17, 2022
BUY
$121.11 - $134.29 $81,022 - $89,840
669 Added 8.18%
8,851 $1.09 Million
Q2 2022

Jul 18, 2022
BUY
$119.89 - $142.83 $153,459 - $182,822
1,280 Added 18.55%
8,182 $1.07 Million
Q1 2022

Apr 18, 2022
SELL
$126.55 - $139.44 $10,630 - $11,712
-84 Reduced 1.2%
6,902 $945,000
Q4 2021

Feb 08, 2022
BUY
$125.34 - $141.49 $31,585 - $35,655
252 Added 3.74%
6,986 $914,000
Q3 2021

Nov 03, 2021
BUY
$127.07 - $136.85 $226,311 - $243,729
1,781 Added 35.96%
6,734 $892,000
Q2 2021

Aug 10, 2021
SELL
$116.39 - $126.03 $78,330 - $84,818
-673 Reduced 11.96%
4,953 $635,000
Q1 2021

May 12, 2021
BUY
$110.8 - $118.5 $304,810 - $325,993
2,751 Added 95.69%
5,626 $657,000
Q4 2020

Feb 10, 2021
BUY
$101.66 - $113.44 $292,272 - $326,140
2,875 New
2,875 $336,000

Others Institutions Holding XLV

# of Institutions
1,941
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
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