Diversify Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,503 shares of XLV stock, worth $195,630. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,503
Previous 7,408
79.71%
Holding current value
$195,630
Previous $1.03 Billion
79.77%
% of portfolio
0.02%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,975Shares Held
267MCall Options Held
12.1MPut Options Held
17.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.26 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.44 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.65 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.58 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$903 Million0.41% of portfolio