Delos Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Delos Wealth Advisors, LLC
- $85.8 Million
- Q1 2024
A detailed history of Delos Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 22,909 shares of XLV stock, worth $3.34 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
22,909
Previous 10,000
129.09%
Holding current value
$3.34 Million
Previous $1.36 Million
148.28%
% of portfolio
3.94%
Previous 1.99%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,832Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.07 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.06 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.02 Billion0.25% of portfolio