Acorn Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,942 shares of XLV stock, worth $296,931. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,942
Previous 1,936
0.31%
Holding current value
$296,931
Previous $286,000
1.05%
% of portfolio
0.15%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,857Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 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$947 Million0.32% of portfolio