One Ascent Wealth Management LLC Select Sector Spdr Fund Health Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,934 shares of XLV stock, worth $283,195. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,934
Previous 1,566
23.5%
Holding current value
$283,195
Previous $228,000
30.7%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,930Shares Held
207MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.39 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.98 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.76 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.03 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$977 Million0.47% of portfolio