Harrison & CO Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 36,366 shares of XLV stock, worth $5.21 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
36,366
Previous 38,204
4.81%
Holding current value
$5.21 Million
Previous $4.63 Million
6.76%
% of portfolio
4.81%
Previous 4.91%
Shares
5 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$5.97 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.03 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.67 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.06 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1 Billion0.25% of portfolio