Dynasty Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Dynasty Wealth Management, LLC
- $3.14 Trillion
- Q1 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 363,263 shares of XLV stock, worth $52.5 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
363,263Holding current value
$52.5 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
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Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
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Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
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Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio