Executive Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Executive Wealth Management, LLC
- $1.09 Billion
- Q1 2024
A detailed history of Executive Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Executive Wealth Management, LLC holds 2,343 shares of XLV stock, worth $338,352. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,343
Previous 3,706
36.78%
Holding current value
$338,352
Previous $505,000
31.49%
% of portfolio
0.03%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,836Shares 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
-
Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio