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 $1.04 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,777Holding current value
$1.04 Million% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,857Shares 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$947 Million0.32% of portfolio