Shira Ridge Wealth Management Select Sector Spdr Fund Health Transaction History
Shira Ridge Wealth Management
- $175 Billion
- Q1 2024
A detailed history of Shira Ridge Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Shira Ridge Wealth Management holds 33,638 shares of XLV stock, worth $4.88 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
33,638
Previous 35,457
5.13%
Holding current value
$4.88 Million
Previous $4.84 Billion
2.76%
% of portfolio
2.84%
Previous 2.9%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,836Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.03 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.05 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio