Strategic Financial Concepts, LLC Select Sector Spdr Fund Health Transaction History
Strategic Financial Concepts, LLC
- $415 Billion
- Q1 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 7,317 shares of XLV stock, worth $1.1 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,317
Previous 4,691
55.98%
Holding current value
$1.1 Million
Previous $640 Million
68.96%
% of portfolio
0.26%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
203MCall Options Held
9.43MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC41.6MShares$6.25 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.13 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.75 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.12 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.05 Billion0.25% of portfolio