Milestones Private Investment Advisors LLC Select Sector Spdr Fund Health Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 21,122 shares of XLV stock, worth $3.01 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
21,122
              Previous 21,001
              
        
           0.58%
        
      
          
        Holding current value
$3.01 Million
            Previous $2.83 Billion
            
        
           3.84%
        
      
          
        % of portfolio
2.01%
            Previous 2.1%
          
        Shares
	  2 transactions
	
  Others Institutions Holding XLV
# of Institutions
1,970Shares Held
198MCall Options Held
14.9MPut Options Held
14.4M- 
    
      Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
- 
    
      Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
- 
    
      Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio