Exencial Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 6,961 shares of XLV stock, worth $1.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,961
Previous 7,640
8.89%
Holding current value
$1.02 Million
Previous $1.18 Million
18.62%
% of portfolio
0.04%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding XLV
# of Institutions
1,972Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.36 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.6 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.59 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$987 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$881 Million0.31% of portfolio