Charter Oak Capital Management, LLC Select Sector Spdr Fund Health Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 2,068 shares of XLV stock, worth $316,693. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,068
Previous 2,171
4.74%
Holding current value
$316,693
Previous $320,000
5.94%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 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$949 Million0.32% of portfolio