Investment Planning Advisors, Inc. Select Sector Spdr Fund Health Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 2,326 shares of XLV stock, worth $331,152. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,326Holding current value
$331,152% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,964Shares Held
198MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
-
Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio