Milestone Asset Management, LLC Select Sector Spdr Fund Health Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Asset Management, LLC holds 5,804 shares of XLV stock, worth $896,601. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,804
Previous 8,588
32.42%
Holding current value
$896,601
Previous $1.27 Billion
33.32%
% of portfolio
0.21%
Previous 0.36%
Shares
5 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