Mark Sheptoff Financial Planning, LLC Select Sector Spdr Fund Health Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 69 shares of XLV stock, worth $9,692. This represents 0.01% of its overall portfolio holdings.
Number of Shares
69
Previous 69
-0.0%
Holding current value
$9,692
Previous $9,000
11.11%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,021Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.79 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.78 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.7 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$974 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$910 Million0.32% of portfolio