Iht Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Iht Wealth Management, LLC holds 124,250 shares of XLV stock, worth $17.7 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
124,250
Previous 123,855
0.32%
Holding current value
$17.7 Million
Previous $18.1 Million
7.39%
% of portfolio
0.49%
Previous 0.59%
Shares
32 transactions
Others Institutions Holding XLV
# of Institutions
1,970Shares Held
270MCall Options Held
14.9MPut Options Held
14.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$10.1 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC33.2MShares$4.72 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.8 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$971 Million0.33% of portfolio