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 $302,719. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,049
Previous 2,049
-0.0%
Holding current value
$302,719
Previous $296 Million
6.65%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,891Shares Held
199MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.66 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.64 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$915 Million0.32% of portfolio