Bartlett & Co. Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 20,131 shares of XLV stock, worth $2.8 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,131
Previous 19,858
1.37%
Holding current value
$2.8 Million
Previous $2.89 Billion
7.13%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.12 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.88 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$977 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$930 Million0.47% of portfolio