Benchmark Financial Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Benchmark Financial Wealth Advisors, LLC
- $311 Million
- Q4 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 73,591 shares of XLV stock, worth $10.7 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
73,591
Previous 81,326
9.51%
Holding current value
$10.7 Million
Previous $12.5 Million
19.18%
% of portfolio
3.26%
Previous 4.18%
Shares
16 transactions
Others Institutions Holding XLV
# of Institutions
1,926Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.36 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.97 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.75 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.02 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$972 Million0.47% of portfolio