Focused Wealth Management, Inc Select Sector Spdr Fund Health Transaction History
Focused Wealth Management, Inc
- $699 Million
- Q2 2024
A detailed history of Focused Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Focused Wealth Management, Inc holds 74,941 shares of XLV stock, worth $11.5 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
74,941
Previous 71,898
4.23%
Holding current value
$11.5 Million
Previous $10.6 Million
2.83%
% of portfolio
1.56%
Previous 1.64%
Shares
17 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio