4 Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History
4 Wealth Advisors, Inc.
- $91.8 Billion
- Q1 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 8,416 shares of XLV stock, worth $1.12 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
8,416
Previous 10,132
16.94%
Holding current value
$1.12 Million
Previous $1.39 Billion
11.84%
% of portfolio
1.34%
Previous 1.4%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,028Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.53 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.68 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.61 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$920 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$859 Million0.32% of portfolio