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 $1.07 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
7,957
Previous 8,580
7.26%
Holding current value
$1.07 Million
Previous $1.18 Billion
1.57%
% of portfolio
0.79%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,028Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.57 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.7 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.62 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$929 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$867 Million0.32% of portfolio