Clarus Wealth Advisors Select Sector Spdr Fund Health Transaction History
Clarus Wealth Advisors
- $178 Million
- Q1 2024
A detailed history of Clarus Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Clarus Wealth Advisors holds 14,618 shares of XLV stock, worth $2.11 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
14,618
Previous 10,150
44.02%
Holding current value
$2.11 Million
Previous $1.38 Million
56.0%
% of portfolio
1.21%
Previous 0.81%
Shares
26 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 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