Strait & Sound Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Strait & Sound Wealth Management LLC
- $235 Billion
- Q2 2025
A detailed history of Strait & Sound Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 4,052 shares of XLV stock, worth $527,408. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,052
Previous 2,164
87.25%
Holding current value
$527,408
Previous $316 Million
72.84%
% of portfolio
0.23%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,968Shares Held
267MCall Options Held
12.1MPut Options Held
16.8M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.26 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.44 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.65 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.58 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$890 Million0.33% of portfolio