Keystone Wealth Services, LLC Select Sector Spdr Fund Health Transaction History
Keystone Wealth Services, LLC
- $296 Million
- Q2 2024
A detailed history of Keystone Wealth Services, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 2,714 shares of XLV stock, worth $419,258. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,714
Previous 3,110
12.73%
Holding current value
$419,258
Previous $459,000
13.94%
% of portfolio
0.13%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding XLV
# of Institutions
1,853Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.92 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.72 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.05 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$957 Million0.32% of portfolio