M3 Advisory Group, LLC Select Sector Spdr Fund Health Transaction History
M3 Advisory Group, LLC
- $121 Billion
- Q2 2024
A detailed history of M3 Advisory Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, M3 Advisory Group, LLC holds 11,878 shares of XLV stock, worth $1.85 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
11,878
Previous 11,192
6.13%
Holding current value
$1.85 Million
Previous $1.65 Billion
4.7%
% of portfolio
1.43%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,855Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.95 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.73 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$963 Million0.32% of portfolio