Legacy Wealth Management, Inc Select Sector Spdr Fund Health Transaction History
Legacy Wealth Management, Inc
- $1.5 Billion
- Q1 2025
A detailed history of Legacy Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 5,083 shares of XLV stock, worth $674,209. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,083
Previous 4,953
2.62%
Holding current value
$674,209
Previous $681,000
8.96%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
2,026Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.53 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.68 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.61 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$920 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$859 Million0.32% of portfolio