Montag & Caldwell, LLC Select Sector Spdr Fund Health Transaction History
Montag & Caldwell, LLC
- $490 Million
- Q3 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 4,031 shares of XLV stock, worth $587,155. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,031
Previous 4,063
0.79%
Holding current value
$587,155
Previous $592,000
4.73%
% of portfolio
0.13%
Previous 0.12%
Shares
13 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$5.36 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.97 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.75 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.02 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$972 Million0.47% of portfolio