Concentrum Wealth Management Select Sector Spdr Fund Health Transaction History
Concentrum Wealth Management
- $284 Billion
- Q4 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 13,563 shares of XLV stock, worth $2.02 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
13,563
Previous 13,731
1.22%
Holding current value
$2.02 Million
Previous $2.11 Billion
11.77%
% of portfolio
0.66%
Previous 0.82%
Shares
10 transactions
Others Institutions Holding XLV
# of Institutions
1,979Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.45 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$897 Million0.31% of portfolio