Quotient Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 350,143 shares of XLV stock, worth $51 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
350,143
Previous 290,034
20.72%
Holding current value
$51 Million
Previous $39.6 Billion
30.77%
% of portfolio
1.85%
Previous 1.53%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,832Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.07 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.06 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.02 Billion0.25% of portfolio