Goal Fusion Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Goal Fusion Wealth Management, LLC
- $161 Million
- Q2 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 28,891 shares of XLV stock, worth $4.49 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
28,891
Previous 28,053
2.99%
Holding current value
$4.49 Million
Previous $4.14 Million
1.59%
% of portfolio
2.62%
Previous 2.64%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,855Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.95 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.73 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$963 Million0.32% of portfolio