Holistic Planning, LLC Select Sector Spdr Fund Health Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Holistic Planning, LLC holds 1,428 shares of XLV stock, worth $211,401. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,428Holding current value
$211,401% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,892Shares Held
199MCall Options Held
8.49MPut Options Held
10.5M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.06MShares$897 Million0.45% of portfolio