Institute For Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,921 shares of XLV stock, worth $565,251. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,921
Previous 3,772
3.95%
Holding current value
$565,251
Previous $549,000
9.84%
% of portfolio
0.08%
Previous 0.07%
Shares
29 transactions
Others Institutions Holding XLV
# of Institutions
1,939Shares 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