Copia Wealth Management Select Sector Spdr Fund Health Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Copia Wealth Management holds 14 shares of XLV stock, worth $1,993. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14
Previous 14
-0.0%
Holding current value
$1,993
Previous $1.89 Million
3.23%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,967Shares Held
198MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
-
Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio