Schmidt P J Investment Management Inc Select Sector Spdr Fund Health Transaction History
Schmidt P J Investment Management Inc
- $530 Million
- Q1 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 11,673 shares of XLV stock, worth $1.69 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,673
Previous 11,306
3.25%
Holding current value
$1.69 Million
Previous $1.54 Million
11.88%
% of portfolio
0.33%
Previous 0.31%
Shares
18 transactions
Others Institutions Holding XLV
# of Institutions
1,836Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.03 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.05 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio