Perfromance Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 15,274 shares of XLV stock, worth $2.36 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,274
Previous 68,276
77.63%
Holding current value
$2.36 Million
Previous $10.1 Million
77.93%
% of portfolio
0.08%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,853Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.92 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.72 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.05 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$957 Million0.32% of portfolio