Big Sur Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Big Sur Wealth Management LLC
- $319 Million
- Q2 2024
A detailed history of Big Sur Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 34,603 shares of XLV stock, worth $5.3 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
34,603
Previous 38,160
9.32%
Holding current value
$5.3 Million
Previous $5.64 Million
10.54%
% of portfolio
1.58%
Previous 1.81%
Shares
15 transactions
Others Institutions Holding XLV
# of Institutions
1,856Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$948 Million0.32% of portfolio