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 $381,421. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,597
Previous 3,250
20.09%
Holding current value
$381,421
Previous $500,000
28.6%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding XLV
# of Institutions
1,926Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.4 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.99 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.76 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.03 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$980 Million0.47% of portfolio