Belpointe Asset Management LLC Select Sector Spdr Fund Health Transaction History
Belpointe Asset Management LLC
- $1.24 Billion
- Q1 2024
A detailed history of Belpointe Asset Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Belpointe Asset Management LLC holds 19,991 shares of XLV stock, worth $2.89 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,991
Previous 19,462
2.72%
Holding current value
$2.89 Million
Previous $2.65 Million
11.27%
% of portfolio
0.24%
Previous 0.25%
Shares
28 transactions
Others Institutions Holding XLV
# of Institutions
1,836Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio