Wr Wealth Planners, LLC Select Sector Spdr Fund Health Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 141 shares of XLV stock, worth $20,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares

141

Previous 141 -0.0%

Holding current value

$20,416

Previous $21,000 9.52%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 31, 2024	BUY	$138.48 - $147.86 $19,525 - $20,848	141 New	141 $20,000
Q3 2023 Aug 01, 2024	BUY	$128.74 - $136.24 $16,478 - $17,438	128 Added 11.57%	1,234 $159 Million
Q2 2023 Aug 01, 2024	BUY	$126.74 - $135.66 $122,304 - $130,911	965 Added 684.4%	1,106 $147 Million
Q1 2023 Aug 01, 2024	BUY	$124.15 - $135.82 $6,455 - $7,062	52 Added 36.88%	193 $25 Million
Q3 2022 Oct 10, 2024	SELL	$121.11 - $134.29 $14,048 - $15,577	-116 Reduced 82.27%	25 $3.03 Million
Q1 2022 Oct 17, 2024	SELL	$126.55 - $139.44 $14,679 - $16,175	-116 Reduced 82.27%	25 $3.43 Million

Others Institutions Holding XLV

# of Institutions

1,955

Shares Held

199M

Call Options Held

11.3M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Select Sector Spdr Fund Health Transaction History