Modern Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,467 shares of XLV stock, worth $364,474. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,467Holding current value
$364,474% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,891Shares Held
199MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.66 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.64 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA6.8MShares$1 Billion0.24% of portfolio
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Envestnet Asset Management Inc6.2MShares$915 Million0.32% of portfolio