Forum Financial Management, LP Select Sector Spdr Fund Health Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 2024
A detailed history of Forum Financial Management, LP transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forum Financial Management, LP holds 7,411 shares of XLV stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,411
Previous 2,772
167.35%
Holding current value
$1.14 Million
Previous $409,000
164.06%
% of portfolio
0.02%
Previous 0.01%
Shares
6 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