Schwarz Dygos Wheeler Investment Advisors LLC Select Sector Spdr Fund Health Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 1,670 shares of XLV stock, worth $229,808. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,670
Previous 1,670
-0.0%
Holding current value
$229,808
Previous $243,000
5.76%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.06 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.86 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.65 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$965 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$918 Million0.47% of portfolio