Capstone Financial Advisors, Inc. Select Sector Spdr Fund Health Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 1,854 shares of XLV stock, worth $289,520. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,854
Previous 1,570
18.09%
Holding current value
$289,520
Previous $231,000
16.88%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio