Pacific Capital Wealth Advisors, Inc Select Sector Spdr Fund Health Transaction History
Pacific Capital Wealth Advisors, Inc
- $547 Million
- Q2 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,987 shares of XLV stock, worth $466,449. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,987
Previous 914
226.81%
Holding current value
$466,449
Previous $135,000
222.22%
% of portfolio
0.08%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio