Phillips Financial Management, LLC Select Sector Spdr Fund Health Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Financial Management, LLC holds 370 shares of XLV stock, worth $52,480. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$52,480
Previous $53,000
5.66%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,937Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.22 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$995 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$946 Million0.47% of portfolio