Sequoia Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 20,641 shares of XLV stock, worth $3.16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,641
Previous 18,593
11.01%
Holding current value
$3.16 Million
Previous $2.71 Million
17.35%
% of portfolio
0.04%
Previous 0.03%
Shares
26 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