Morton Brown Family Wealth, LLC Select Sector Spdr Fund Health Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 246 shares of XLV stock, worth $36,171. This represents 0.01% of its overall portfolio holdings.
Number of Shares
246
Previous 245
0.41%
Holding current value
$36,171
Previous $37,000
10.81%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,923Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.41 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.99 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.77 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.03 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$981 Million0.47% of portfolio