Beacon Bridge Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 3,913 shares of XLV stock, worth $611,054. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,913
Previous 3,234
21.0%
Holding current value
$611,054
Previous $478 Million
19.37%
% of portfolio
0.26%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio