Forvis Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,742 shares of XLV stock, worth $516,396. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,742
Previous 3,742
-0.0%
Holding current value
$516,396
Previous $545,000
5.69%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.08 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.87 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.66 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$968 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$921 Million0.47% of portfolio