New Wave Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 16,852 shares of XLV stock, worth $2.33 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
16,852
Previous 19,169
12.09%
Holding current value
$2.33 Million
Previous $2.79 Billion
7.1%
% of portfolio
1.2%
Previous 1.5%
Shares
2 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