Wr Wealth Planners, LLC Select Sector Spdr Fund Health Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 141 shares of XLV stock, worth $21,905. This represents 0.01% of its overall portfolio holdings.
Number of Shares
141
Previous 141
-0.0%
Holding current value
$21,905
Previous $20,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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