Roberts Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 8,991 shares of XLV stock, worth $1.34 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,991
Previous 11,464
21.57%
Holding current value
$1.34 Million
Previous $1.77 Million
29.97%
% of portfolio
0.41%
Previous 0.6%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
1,979Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.45 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$897 Million0.31% of portfolio