Edge Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Edge Wealth Management LLC
- $497 Million
- Q3 2024
A detailed history of Edge Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Edge Wealth Management LLC holds 3,842 shares of XLV stock, worth $568,769. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,842
Previous 3,842
-0.0%
Holding current value
$568,769
Previous $559,000
5.72%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,894Shares Held
199MCall Options Held
8.49MPut Options Held
10.5M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.06MShares$897 Million0.45% of portfolio