Clear Perspectives Financial Planning, LLC Select Sector Spdr Fund Health Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 325 shares of XLV stock, worth $46,852. This represents 0.02% of its overall portfolio holdings.
Number of Shares
325
Previous 325
-0.0%
Holding current value
$46,852
Previous $44,000
4.55%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,939Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$962 Million0.47% of portfolio