Avantax Advisory Services, Inc. Select Sector Spdr Fund Health Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 229,589 shares of XLV stock, worth $35.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
229,589
Previous 227,397
0.96%
Holding current value
$35.1 Million
Previous $33.6 Million
0.39%
% of portfolio
0.24%
Previous 0.3%
Shares
23 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