Donaldson Capital Management, LLC Select Sector Spdr Fund Health Transaction History
Donaldson Capital Management, LLC
- $2.38 Billion
- Q2 2024
A detailed history of Donaldson Capital Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 3,136 shares of XLV stock, worth $489,717. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,136
Previous 3,126
0.32%
Holding current value
$489,717
Previous $461,000
0.87%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio