Concentrum Wealth Management Select Sector Spdr Fund Health Transaction History
Concentrum Wealth Management
- $217 Billion
- Q1 2024
A detailed history of Concentrum Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Concentrum Wealth Management holds 13,655 shares of XLV stock, worth $1.97 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
13,655
Previous 13,729
0.54%
Holding current value
$1.97 Million
Previous $1.87 Billion
7.73%
% of portfolio
0.93%
Previous 0.98%
Shares
7 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$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 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