Adams Wealth Management Select Sector Spdr Fund Health Transaction History
Adams Wealth Management
- $474 Million
- Q2 2025
A detailed history of Adams Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Adams Wealth Management holds 54,628 shares of XLV stock, worth $7.91 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
54,628
Previous 56,288
2.95%
Holding current value
$7.91 Million
Previous $8.22 Million
10.4%
% of portfolio
1.55%
Previous 1.79%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,969Shares Held
269MCall Options Held
14.9MPut Options Held
14.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$10.3 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC33.2MShares$4.81 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.92 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.84 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$990 Million0.33% of portfolio