Fsm Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Fsm Wealth Advisors, LLC
- $298 Million
- Q2 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,622 shares of XLV stock, worth $248,003. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,622
Previous 1,622
-0.0%
Holding current value
$248,003
Previous $239,000
1.26%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,857Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 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$947 Million0.32% of portfolio