Modern Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,259 shares of XLV stock, worth $311,742. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,259
Previous 2,467
8.43%
Holding current value
$311,742
Previous $360 Million
3.21%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.08 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.87 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.66 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$968 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$921 Million0.47% of portfolio