Mine & Arao Wealth Creation & Management, Llc. Select Sector Spdr Fund Health Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$205 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$124.15 - $135.82 $248 - $271	-2 Reduced 0.2%	1,000 $129,000
Q2 2022 Aug 16, 2022	BUY	$119.89 - $142.83 $239 - $285	2 Added 0.2%	1,002 $128,000
Q3 2020 Nov 13, 2020	BUY	$100.71 - $109.44 $28,198 - $30,643	280 Added 38.89%	1,000 $105,000
Q4 2019 Feb 12, 2020	BUY	$87.95 - $103.11 $63,324 - $74,239	720 New	720 $73,000

Others Institutions Holding XLV

# of Institutions

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

Bank Of America Corp Charlotte, NC

38.3M
Shares

$5.87 Billion
0.5% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.7 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.69 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

6.8M
Shares

$1.04 Billion
0.24% of portfolio
Envestnet Asset Management Inc

6.2M
Shares

$949 Million
0.32% of portfolio

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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