Coastal Investment Advisors, Inc. Select Sector Spdr Fund Health Transaction History
Coastal Investment Advisors, Inc.
- $478 Million
- Q1 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 23,728 shares of XLV stock, worth $3.46 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
23,728
Previous 13,625
74.15%
Holding current value
$3.46 Million
Previous $1.86 Million
88.64%
% of portfolio
0.73%
Previous 0.43%
Shares
20 transactions
Others Institutions Holding XLV
# of Institutions
1,832Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.07 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.06 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.02 Billion0.25% of portfolio