Geometric Wealth Advisors Select Sector Spdr Fund Health Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
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 4,208 shares of XLV stock, worth $566,985. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,208
Previous 2,745
53.3%
Holding current value
$566,985
Previous $377,000
62.86%
% of portfolio
0.11%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,000Shares Held
268MCall Options Held
12.1MPut Options Held
17.3M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.59 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.6 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.71 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.63 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$934 Million0.41% of portfolio