Valley Financial Management, Inc. Select Sector Spdr Fund Health Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Valley Financial Management, Inc. holds 53,550 shares of XLV stock, worth $8.19 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
53,550
Previous 50,323
6.41%
Holding current value
$8.19 Million
Previous $6.51 Billion
9.1%
% of portfolio
3.68%
Previous 4.03%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,857Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$947 Million0.32% of portfolio