Precedent Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 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 $332,829. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,277
Previous 2,277
-0.0%
Holding current value
$332,829
Previous $332 Million
5.67%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,941Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.38 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.98 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.75 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.03 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$975 Million0.47% of portfolio