Castle Rock Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 2,021 shares of XLV stock, worth $291,529. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,021
Previous 2,020
0.05%
Holding current value
$291,529
Previous $275,000
8.36%
% of portfolio
0.08%
Previous 0.08%
Shares
16 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.68 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio