Balance Wealth, LLC Select Sector Spdr Fund Health Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Balance Wealth, LLC holds 214,617 shares of XLV stock, worth $31.3 Million. This represents 7.38% of its overall portfolio holdings.
Number of Shares
214,617Holding current value
$31.3 Million% of portfolio
7.38%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,963Shares Held
197MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.84 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.93 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$995 Million0.33% of portfolio
-
Goldman Sachs Group Inc New York, NY5.76MShares$839 Million0.11% of portfolio