Cardinal Point Wealth Management Partners, LLC Select Sector Spdr Fund Health Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 6,777 shares of XLV stock, worth $976,972. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,777Holding current value
$976,972% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,939Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC6.67MShares$962 Million0.47% of portfolio