Hcr Wealth Advisors Select Sector Spdr Fund Health Transaction History
Hcr Wealth Advisors
- $658 Million
- Q1 2024
A detailed history of Hcr Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hcr Wealth Advisors holds 1,793 shares of XLV stock, worth $258,640. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,793
Previous 1,953
8.19%
Holding current value
$258,640
Previous $266,000
0.75%
% of portfolio
0.04%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.68 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio