Shepherd Financial Partners LLC Select Sector Spdr Fund Health Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 4,968 shares of XLV stock, worth $729,501. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,968
Previous 4,779
3.95%
Holding current value
$729,501
Previous $736,000
7.2%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding XLV
# of Institutions
1,987Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.37 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.61 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.6 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$990 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$884 Million0.31% of portfolio