Fourth Dimension Wealth, LLC Select Sector Spdr Fund Health Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
 - Q2 2025
 
A detailed history of Fourth Dimension Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 29,020 shares of XLV stock, worth $4.13 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
29,020
              Previous 26,305
              
        
           10.32%
        
      
          
        Holding current value
$4.13 Million
            Previous $3.84 Billion
            
        
           1.85%
        
      
          
        % of portfolio
1.65%
            Previous 1.86%
          
        Shares
	  3 transactions
	
  Others Institutions Holding XLV
# of Institutions
1,965Shares Held
197MCall Options Held
14.9MPut Options Held
14.4M- 
    
      Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
 - 
    
      Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
 - 
    
      Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
 - 
    
      Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio