Peak Financial Advisors LLC Select Sector Spdr Fund Health Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Peak Financial Advisors LLC holds 2,308 shares of XLV stock, worth $353,447. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,308Holding current value
$353,447% of portfolio
0.22%Shares
5 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 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
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Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
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Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio