Joel Isaacson & Co., LLC Select Sector Spdr Fund Health Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$143.3 - $157.24 $202,912 - $222,651	1,416 New	1,416 $218,000

Others Institutions Holding XLV

# of Institutions

1,923

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.41 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.99 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.77 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.03 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$981 Million
0.47% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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