Joseph P. Lucia & Associates, LLC Select Sector Spdr Fund Health Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 19,921 shares of XLV stock, worth $2.85 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
19,921
Previous 10,885
83.01%
Holding current value
$2.85 Million
Previous $1.48 Million
98.25%
% of portfolio
1.85%
Previous 0.93%
Shares
19 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