Benchmark Financial Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Benchmark Financial Wealth Advisors, LLC
- $262 Million
- Q1 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 71,973 shares of XLV stock, worth $10.4 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
71,973
Previous 68,277
5.41%
Holding current value
$10.4 Million
Previous $9.31 Million
14.19%
% of portfolio
4.06%
Previous 4.01%
Shares
13 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares 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