Integrated Wealth Concepts LLC Select Sector Spdr Fund Health Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 69,397 shares of XLV stock, worth $10.6 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
69,397
Previous 75,093
7.59%
Holding current value
$10.6 Million
Previous $11.1 Million
8.83%
% of portfolio
0.14%
Previous 0.17%
Shares
25 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio