Strategies Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Strategies Wealth Advisors, LLC
- $687 Billion
- Q2 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,433 shares of XLV stock, worth $375,849. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,433
Previous 2,330
4.42%
Holding current value
$375,849
Previous $344 Million
3.04%
% of portfolio
0.05%
Previous 0.05%
Shares
10 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