Moulton Wealth Management, Inc Select Sector Spdr Fund Health Transaction History
Moulton Wealth Management, Inc
- $118 Million
- Q3 2024
A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 25,640 shares of XLV stock, worth $3.54 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
25,640
Previous 20,945
22.42%
Holding current value
$3.54 Million
Previous $3.05 Million
29.39%
% of portfolio
3.35%
Previous 2.86%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.08 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.87 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.66 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$968 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$921 Million0.47% of portfolio