Frg Family Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 9,282 shares of XLV stock, worth $1.45 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,282
Previous 9,007
3.05%
Holding current value
$1.45 Million
Previous $1.33 Million
1.65%
% of portfolio
0.2%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio