Heritage Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,049 shares of XLV stock, worth $282,762. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,049
Previous 2,049
-0.0%
Holding current value
$282,762
Previous $296 Million
6.65%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.08 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.87 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.66 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$968 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$921 Million0.47% of portfolio