Ropes Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 2,486 shares of XLV stock, worth $380,706. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,486
Previous 2,492
0.24%
Holding current value
$380,706
Previous $330,000
3.03%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio