Dynamic Wealth Strategies, LLC Select Sector Spdr Fund Health Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,352 shares of XLV stock, worth $628,951. This represents 0.53% of its overall portfolio holdings.
Number of Shares
4,352
Previous 4,245
2.52%
Holding current value
$628,951
Previous $654,000
8.56%
% of portfolio
0.53%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding XLV
# of Institutions
1,989Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.29 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.57 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$975 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$870 Million0.31% of portfolio