Montag A & Associates Inc Select Sector Spdr Fund Health Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Montag A & Associates Inc holds 2,597 shares of XLV stock, worth $376,045. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,597
Previous 3,250
20.09%
Holding current value
$376,045
Previous $500,000
28.6%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding XLV
# of Institutions
1,955Shares Held
199MCall Options Held
11.3MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC36.6MShares$5.3 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.58 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$976 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$872 Million0.31% of portfolio