Plante Moran Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History
Plante Moran Financial Advisors, LLC
- $927 Million
- Q1 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,887 shares of XLV stock, worth $272,199. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,887
Previous 1,498
25.97%
Holding current value
$272,199
Previous $204,000
36.27%
% of portfolio
0.03%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.68 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio