Zynergy Retirement Planning Llc Select Sector Spdr Fund Health Transaction History

Zynergy Retirement Planning Llc

$142 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$138.43 - $147.09 $28,378 - $30,153	205 New	205 $29.9 Million

Others Institutions Holding XLV

# of Institutions

1,941

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.42 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.99 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.77 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.03 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$984 Million
0.47% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
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