Comprehensive Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 4,861 shares of XLV stock, worth $759,093. This represents 0.53% of its overall portfolio holdings.
Number of Shares
4,861Holding current value
$759,093% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio