Pasadena Private Wealth, LLC Select Sector Spdr Fund Health Transaction History
Pasadena Private Wealth, LLC
- $574 Million
- Q3 2025
A detailed history of Pasadena Private Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 2,421 shares of XLV stock, worth $344,677. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,421
Previous 1,786
35.55%
Holding current value
$344,677
Previous $240,000
40.0%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,967Shares Held
198MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
-
Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio