Mc Kinley Carter Wealth Services, Inc. Select Sector Spdr Fund Health Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.72 Billion
- Q2 2025
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 145,248 shares of XLV stock, worth $19.6 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
145,248
Previous 124,836
16.35%
Holding current value
$19.6 Million
Previous $18 Million
8.51%
% of portfolio
1.14%
Previous 1.15%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
2,001Shares Held
268MCall Options Held
12.1MPut Options Held
17.3M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.59 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.6 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.71 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.63 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$934 Million0.41% of portfolio