Heritage Wealth Advisors Spdr Ser Tr Spdr S&P Biotech E Transaction History
Heritage Wealth Advisors
- $1.91 Billion
- Q1 2025
A detailed history of Heritage Wealth Advisors transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,577 shares of XBI stock, worth $133,571. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,577
Previous 1,577
-0.0%
Holding current value
$133,571
Previous $142,000
10.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XBI
# of Institutions
839Shares Held
108MCall Options Held
17.7MPut Options Held
28.5M-
Goldman Sachs Group Inc New York, NY13.1MShares$1.11 Billion0.18% of portfolio
-
Morgan Stanley New York, NY10.9MShares$924 Million0.07% of portfolio
-
Citigroup Inc10.5MShares$887 Million0.45% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$878 Million0.07% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A68.49MShares$719 Million1.54% of portfolio