Gratus Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 91,472 shares of XLV stock, worth $13.9 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
91,472
Previous 96,054
4.77%
Holding current value
$13.9 Million
Previous $13.3 Billion
1.72%
% of portfolio
2.33%
Previous 2.44%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,858Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio