Dynamic Wealth Strategies, LLC Select Sector Spdr Fund Health Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,455 shares of XLV stock, worth $685,847. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,455
Previous 4,306
3.46%
Holding current value
$685,847
Previous $636,000
2.04%
% of portfolio
0.56%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,853Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.9 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.71 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.05 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$954 Million0.32% of portfolio