Forefront Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 7,957 shares of XLV stock, worth $1.12 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
7,957
Previous 8,580
7.26%
Holding current value
$1.12 Million
Previous $1.18 Billion
1.57%
% of portfolio
0.79%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,024Shares Held
204MCall Options Held
12.1MPut Options Held
15.9M-
Bank Of America Corp Charlotte, NC36.6MShares$5.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.78 Billion0.15% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.53 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$974 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$910 Million0.32% of portfolio