Iht Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
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 92,162 shares of XLV stock, worth $13.4 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
92,162
Previous 92,078
0.09%
Holding current value
$13.4 Million
Previous $12.6 Million
8.43%
% of portfolio
0.53%
Previous 0.57%
Shares
27 transactions
Others Institutions Holding XLV
# of Institutions
1,832Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.07 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.06 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.02 Billion0.25% of portfolio