Amplius Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,555 shares of XLV stock, worth $228,336. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,555
Previous 1,861
16.44%
Holding current value
$228,336
Previous $286,000
25.52%
% of portfolio
0.03%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding XLV
# of Institutions
1,987Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.37 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.61 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.6 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$990 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$884 Million0.31% of portfolio