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

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 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

1,939

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.3 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.95 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.73 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.01 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$962 Million
0.47% of portfolio

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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