High Note Wealth, LLC Select Sector Spdr Fund Health Transaction History
High Note Wealth, LLC
- $307 Million
- Q1 2024
A detailed history of High Note Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, High Note Wealth, LLC holds 83,647 shares of XLV stock, worth $12.1 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
83,647
Previous 76,534
9.29%
Holding current value
$12.1 Million
Previous $10.4 Million
18.4%
% of portfolio
4.02%
Previous 3.93%
Shares
14 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$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 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