Shira Ridge Wealth Management Select Sector Spdr Fund Health Transaction History
Shira Ridge Wealth Management
- $201 Billion
- Q1 2025
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 9,834 shares of XLV stock, worth $1.38 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
9,834
Previous 37,675
73.9%
Holding current value
$1.38 Million
Previous $5.18 Billion
72.3%
% of portfolio
0.72%
Previous 2.54%
Shares
10 transactions
Others Institutions Holding XLV
# of Institutions
2,017Shares Held
203MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.54 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.53 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$974 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$910 Million0.32% of portfolio