Advanced Research Investment Solutions, LLC Select Sector Spdr Fund Health Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$119.89 - $142.83 $93,993 - $111,978	-784 Reduced 48.57%	830 $106,000
Q1 2022 May 10, 2022	BUY	$126.55 - $139.44 $204,251 - $225,056	1,614 New	1,614 $221,000
Q4 2021 Feb 09, 2022	SELL	$125.34 - $141.49 $18,299 - $20,657	-146 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$127.07 - $136.85 $18,552 - $19,980	146 New	146 $0

Others Institutions Holding XLV

# of Institutions

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

Bank Of America Corp Charlotte, NC

38.3M
Shares

$5.87 Billion
0.5% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.7 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.69 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

6.8M
Shares

$1.04 Billion
0.24% of portfolio
Envestnet Asset Management Inc

6.2M
Shares

$949 Million
0.32% of portfolio

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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