Precedent Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,277 shares of XLV stock, worth $348,153. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,277
Previous 2,277
-0.0%
Holding current value
$348,153
Previous $336 Million
1.34%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,857Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 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
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$947 Million0.32% of portfolio