Shepherd Financial Partners LLC Select Sector Spdr Fund Health Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 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 4,785 shares of XLV stock, worth $685,690. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,785
Previous 4,312
10.97%
Holding current value
$685,690
Previous $588,000
20.07%
% of portfolio
0.09%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$5.97 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.03 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.67 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.06 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1 Billion0.25% of portfolio