Oak Family Advisors, LLC Select Sector Spdr Fund Health Transaction History
Oak Family Advisors, LLC
- $268 Million
- Q4 2024
A detailed history of Oak Family Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Oak Family Advisors, LLC holds 1,465 shares of XLV stock, worth $218,182. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,465
Previous 2,901
49.5%
Holding current value
$218,182
Previous $446,000
54.93%
% of portfolio
0.07%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding XLV
# of Institutions
1,979Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.45 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$897 Million0.31% of portfolio