Occidental Asset Management, LLC Select Sector Spdr Fund Health Transaction History
Occidental Asset Management, LLC
- $565 Million
- Q2 2024
A detailed history of Occidental Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Occidental Asset Management, LLC holds 6,068 shares of XLV stock, worth $928,586. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,068
Previous 5,331
13.82%
Holding current value
$928,586
Previous $787,000
12.33%
% of portfolio
0.16%
Previous 0.15%
Shares
25 transactions
Others Institutions Holding XLV
# of Institutions
1,856Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$948 Million0.32% of portfolio