Lyell Wealth Management, LP Select Sector Spdr Fund Health Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lyell Wealth Management, LP holds 25,543 shares of XLV stock, worth $3.87 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,543
Previous 23,053
10.8%
Holding current value
$3.87 Million
Previous $3.41 Million
9.31%
% of portfolio
0.36%
Previous 0.35%
Shares
28 transactions
Others Institutions Holding XLV
# of Institutions
1,858Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio