Milestone Asset Management Group, LLC Select Sector Spdr Fund Health Transaction History
Milestone Asset Management Group, LLC
- $111 Billion
- Q1 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 6,720 shares of XLV stock, worth $917,145. This represents 0.89% of its overall portfolio holdings.
Number of Shares
6,720
Previous 6,625
1.43%
Holding current value
$917,145
Previous $911 Million
7.66%
% of portfolio
0.89%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,002Shares Held
268MCall Options Held
12.1MPut Options Held
17.3M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.71 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.66 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.73 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.65 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$947 Million0.41% of portfolio