Colton Groome Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History
Colton Groome Financial Advisors, LLC
- $249 Million
- Q1 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 23,215 shares of XLV stock, worth $3.45 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
23,215
Previous 21,940
5.81%
Holding current value
$3.45 Million
Previous $2.99 Million
14.61%
% of portfolio
1.38%
Previous 1.31%
Shares
9 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
210MCall Options Held
9.43MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC41.6MShares$6.19 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.1 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.74 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.1 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.04 Billion0.25% of portfolio