Family Asset Management, LLC Select Sector Spdr Fund Health Transaction History
Family Asset Management, LLC
- $160 Billion
- Q1 2024
A detailed history of Family Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Family Asset Management, LLC holds 10,040 shares of XLV stock, worth $1.45 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
10,040
Previous 5,756
74.43%
Holding current value
$1.45 Million
Previous $785 Million
88.93%
% of portfolio
0.93%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,836Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio