4 Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 9,022 shares of XLV stock, worth $1.16 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
9,022
Previous 8,416
7.2%
Holding current value
$1.16 Million
Previous $1.23 Billion
1.04%
% of portfolio
1.24%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,979Shares Held
268MCall Options Held
12.1MPut Options Held
17.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.18 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.4 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.64 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.56 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$895 Million0.41% of portfolio