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 $980,699. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,777Holding current value
$980,699% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,968Shares Held
270MCall Options Held
14.9MPut Options Held
14.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$10.3 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC33.2MShares$4.81 Billion0.34% of portfolio
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Morgan Stanley New York, NY13.2MShares$1.91 Billion0.12% of portfolio
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Jpmorgan Chase & CO New York, NY12.7MShares$1.84 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC6.83MShares$989 Million0.33% of portfolio