Bright Futures Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History
Bright Futures Wealth Management, Llc.
- $206 Million
- Q2 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 8,572 shares of XLV stock, worth $1.3 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
8,572
Previous 8,306
3.2%
Holding current value
$1.3 Million
Previous $1.21 Billion
99.9%
% of portfolio
0.61%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,858Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio