Altium Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Altium Wealth Management LLC holds 3,875 shares of XLV stock, worth $587,605. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,875
Previous 5,032
22.99%
Holding current value
$587,605
Previous $689,000
27.87%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding XLV
# of Institutions
1,858Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio