9258 Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,880 shares of XHE stock, worth $438,370. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,880
Previous 4,880
-0.0%
Holding current value
$438,370
Previous $429,000
4.2%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding XHE
# of Institutions
105Shares Held
933KCall Options Held
300Put Options Held
200-
Lpl Financial LLC Fort Mill, SC102KShares$9.2 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY100KShares$8.99 Million0.0% of portfolio
-
Morgan Stanley New York, NY73.8KShares$6.63 Million0.0% of portfolio
-
Ubs Group Ag57.1KShares$5.13 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ41.2KShares$3.7 Million2.68% of portfolio