Sonoma Private Wealth LLC Select Sector Spdr Fund Health Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 5,287 shares of XLV stock, worth $813,933. This represents 1.25% of its overall portfolio holdings.
Number of Shares
5,287
Previous 5,365
1.45%
Holding current value
$813,933
Previous $793 Million
2.77%
% of portfolio
1.25%
Previous 1.28%
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$5.9 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.71 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$954 Million0.32% of portfolio