Mark Sheptoff Financial Planning, LLC Select Sector Spdr Fund Health Transaction History
Mark Sheptoff Financial Planning, LLC
- $176 Million
- Q2 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 $10,559. This represents 0.01% of its overall portfolio holdings.
Number of Shares
69
Previous 69
-0.0%
Holding current value
$10,559
Previous $10,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,856Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 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$948 Million0.32% of portfolio