Jackson, Grant Investment Advisers, Inc. Select Sector Spdr Fund Health Transaction History
Jackson, Grant Investment Advisers, Inc.
- $243 Million
- Q1 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 23,691 shares of XLV stock, worth $3.39 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
23,691
Previous 24,552
3.51%
Holding current value
$3.39 Million
Previous $3.35 Million
4.51%
% of portfolio
1.44%
Previous 1.49%
Shares
28 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$5.97 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.03 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.67 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.06 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1 Billion0.25% of portfolio