Legacy Financial Strategies, LLC Select Sector Spdr Fund Health Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 12,225 shares of XLV stock, worth $1.87 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
12,225
Previous 82,979
85.27%
Holding current value
$1.87 Million
Previous $12.1 Million
84.44%
% of portfolio
0.42%
Previous 2.96%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio