Modern Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,689 shares of XHE stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,689
Previous 15,689
-0.0%
Holding current value
$1.27 Million
Previous $1.29 Billion
99.9%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding XHE
# of Institutions
97Shares Held
903KCall Options Held
0Put Options Held
100-
Morgan Stanley New York, NY179KShares$14.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY102KShares$8.27 Million0.0% of portfolio
-
Ubs Group Ag69KShares$5.61 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56.6KShares$4.59 Million0.0% of portfolio
-
Envestnet Asset Management Inc32.5KShares$2.63 Million0.0% of portfolio