Montag & Caldwell, LLC Select Sector Spdr Fund Health Transaction History
Montag & Caldwell, LLC
- $465 Million
- Q4 2024
A detailed history of Montag & Caldwell, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Montag & Caldwell, LLC holds 4,002 shares of XLV stock, worth $587,973. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,002
Previous 4,031
0.72%
Holding current value
$587,973
Previous $620,000
11.29%
% of portfolio
0.12%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
1,988Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.38 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.61 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.6 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$991 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$884 Million0.31% of portfolio