Fiduciary Planning LLC Select Sector Spdr Fund Health Transaction History
Fiduciary Planning LLC
- $205 Million
- Q2 2024
A detailed history of Fiduciary Planning LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fiduciary Planning LLC holds 8,595 shares of XLV stock, worth $1.33 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
8,595
Previous 9,309
7.67%
Holding current value
$1.33 Million
Previous $1.38 Million
8.95%
% of portfolio
0.61%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,853Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.92 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.72 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.05 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$957 Million0.32% of portfolio