Colonial River Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 17,136 shares of XLV stock, worth $2.47 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
17,136
Previous 15,011
14.16%
Holding current value
$2.47 Million
Previous $2.05 Million
23.64%
% of portfolio
1.43%
Previous 1.22%
Shares
13 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