One Charles Private Wealth Services, LLC Select Sector Spdr Fund Health Transaction History
One Charles Private Wealth Services, LLC
- $236 Million
- Q2 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 31,628 shares of XLV stock, worth $4.84 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
31,628
Previous 32,839
3.69%
Holding current value
$4.84 Million
Previous $4.85 Million
4.99%
% of portfolio
1.95%
Previous 2.15%
Shares
17 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