Bennett Associates Wealth Management Select Sector Spdr Fund Health Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
A detailed history of Bennett Associates Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bennett Associates Wealth Management holds 7,453 shares of XLV stock, worth $1.16 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
7,453
Previous 7,087
5.16%
Holding current value
$1.16 Million
Previous $1.05 Billion
3.75%
% of portfolio
0.98%
Previous 0.95%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio