Continuum Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Continuum Wealth Advisors, LLC
- $189 Million
- Q2 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 2,898 shares of XLV stock, worth $443,480. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,898
-0.0%
Holding current value
$443,480
Previous $428,000
1.4%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,856Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$948 Million0.32% of portfolio