9258 Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 15,100 shares of XLV stock, worth $2.31 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
15,100
Previous 18,422
18.03%
Holding current value
$2.31 Million
Previous $2.72 Million
19.15%
% of portfolio
0.34%
Previous 0.43%
Shares
23 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio