Regent Peak Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,107 shares of XLV stock, worth $608,000. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,107
Previous 4,109
0.05%
Holding current value
$608,000
Previous $598,000
5.69%
% of portfolio
0.14%
Previous 0.15%
Shares
19 transactions
Others Institutions Holding XLV
# of Institutions
1,894Shares Held
199MCall Options Held
8.49MPut Options Held
10.5M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.06MShares$897 Million0.45% of portfolio