Foundations Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 320,842 shares of XLV stock, worth $49.1 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
320,842
Previous 170,959
87.67%
Holding current value
$49.1 Million
Previous $24.9 Million
98.32%
% of portfolio
1.11%
Previous 0.65%
Shares
22 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