Sheets Smith Wealth Management Select Sector Spdr Fund Health Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,263 shares of XLV stock, worth $509,550. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,263
Previous 3,411
4.34%
Holding current value
$509,550
Previous $503,000
5.57%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio