Beta Wealth Group, Inc. Select Sector Spdr Fund Health Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 11,400 shares of XLV stock, worth $1.7 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
11,400Holding current value
$1.7 Million% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,979Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.45 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$897 Million0.31% of portfolio