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 $205,860. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,428Holding current value
$205,860% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,941Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$962 Million0.47% of portfolio