Phillips Wealth Planners LLC Select Sector Spdr Fund Health Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 9,320 shares of XLV stock, worth $1.44 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
9,320
Previous 9,292
0.3%
Holding current value
$1.44 Million
Previous $1.29 Billion
5.83%
% of portfolio
1.44%
Previous 1.48%
Shares
7 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$5.92 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.72 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$957 Million0.32% of portfolio