9258 Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 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 4,855 shares of XHE stock, worth $380,340. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,855
Previous 4,880
0.51%
Holding current value
$380,340
Previous $411,000
6.81%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding XHE
# of Institutions
94Shares Held
862KCall Options Held
0Put Options Held
100-
Morgan Stanley New York, NY179KShares$14 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY102KShares$7.98 Million0.0% of portfolio
-
Ubs Group Ag69KShares$5.41 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56.6KShares$4.43 Million0.0% of portfolio
-
Envestnet Asset Management Inc32.5KShares$2.54 Million0.0% of portfolio