Geometric Wealth Advisors Select Sector Spdr Fund Health Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,745 shares of XLV stock, worth $403,377. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,745
Previous 2,745
-0.0%
Holding current value
$403,377
Previous $400,000
5.5%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,941Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.4 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.99 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.76 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.03 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$980 Million0.47% of portfolio