True Wealth Design, LLC Select Sector Spdr Fund Health Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
A detailed history of True Wealth Design, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, True Wealth Design, LLC holds 100 shares of XLV stock, worth $14,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 130
23.08%
Holding current value
$14,425
Previous $17.7 Million
16.68%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.68 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio