Flagship Private Wealth, LLC Select Sector Spdr Fund Health Transaction History
Flagship Private Wealth, LLC
- $168 Million
- Q2 2024
A detailed history of Flagship Private Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 28,793 shares of XLV stock, worth $4.45 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
28,793
Previous 27,631
4.21%
Holding current value
$4.45 Million
Previous $4.08 Million
2.82%
% of portfolio
2.49%
Previous 2.65%
Shares
16 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