Rooted Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$126.74 - $135.66 $1.57 Million - $1.68 Million	12,352 New	12,352 $1.63 Million

Others Institutions Holding XLV

# of Institutions

1,925

Shares Held

201M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.46 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$2.01 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.78 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.04 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$990 Million
0.47% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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