Avidian Wealth Solutions, LLC Select Sector Spdr Fund Health Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,977 shares of XLV stock, worth $588,755. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,977
Previous 3,651
8.93%
Holding current value
$588,755
Previous $532,000
15.04%
% of portfolio
0.03%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding XLV
# of Institutions
1,894Shares Held
199MCall Options Held
8.49MPut Options Held
10.5M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.06MShares$897 Million0.45% of portfolio