Cornerstone Planning Group LLC Select Sector Spdr Fund Health Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 741 shares of XLV stock, worth $115,714. This represents 0.03% of its overall portfolio holdings.
Number of Shares
741
Previous 743
0.27%
Holding current value
$115,714
Previous $105 Million
4.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 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