Cassady Schiller Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 48 shares of XLV stock, worth $6,687. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48
Previous 48
-0.0%
Holding current value
$6,687
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.12 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.88 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$977 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$930 Million0.47% of portfolio