Montis Financial, LLC Select Sector Spdr Fund Health Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Montis Financial, LLC holds 3,631 shares of XLV stock, worth $556,051. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,631

Holding current value

$556,051

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$143.3 - $157.24 $520,322 - $570,938	3,631 New	3,631 $559,000

Others Institutions Holding XLV

# of Institutions

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

Bank Of America Corp Charlotte, NC

38.3M
Shares

$5.87 Billion
0.5% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.7 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.69 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

6.8M
Shares

$1.04 Billion
0.24% of portfolio
Envestnet Asset Management Inc

6.2M
Shares

$949 Million
0.32% of portfolio

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Montis Financial, LLC Select Sector Spdr Fund Health Transaction History