Soa Wealth Advisors, Llc. Select Sector Spdr Fund Health Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,303 shares of XLV stock, worth $515,796. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,303
Previous 3,398
2.8%
Holding current value
$515,796
Previous $501,000
3.99%
% of portfolio
0.1%
Previous 0.1%
Shares
11 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