Mark Sheptoff Financial Planning, LLC Select Sector Spdr Fund Health Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
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 $9,492. This represents 0.01% of its overall portfolio holdings.
Number of Shares
69
Previous 69
-0.0%
Holding current value
$9,492
Previous $10,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.06 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.86 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.65 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$965 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$918 Million0.47% of portfolio