Sonoma Private Wealth LLC Select Sector Spdr Fund Health Transaction History
Sonoma Private Wealth LLC
- $62.2 Billion
- Q1 2024
A detailed history of Sonoma Private Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 5,365 shares of XLV stock, worth $805,018. This represents 1.28% of its overall portfolio holdings.
Number of Shares
5,365
Previous 5,204
3.09%
Holding current value
$805,018
Previous $710 Million
11.67%
% of portfolio
1.28%
Previous 1.17%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,838Shares Held
204MCall Options Held
9.43MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC41.6MShares$6.25 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.12 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.75 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.11 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.05 Billion0.25% of portfolio