Trifecta Capital Advisors, LLC Select Sector Spdr Fund Health Transaction History
Trifecta Capital Advisors, LLC
- $478 Billion
- Q3 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 9,717 shares of XLV stock, worth $1.44 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,717
Previous 10,017
2.99%
Holding current value
$1.44 Million
Previous $1.46 Billion
2.51%
% of portfolio
0.31%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding XLV
# of Institutions
1,894Shares Held
199MCall Options Held
8.49MPut Options Held
10.5M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.06MShares$897 Million0.45% of portfolio