Source Financial Advisors LLC Select Sector Spdr Fund Health Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Source Financial Advisors LLC holds 3,955 shares of XLV stock, worth $589,018. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,955
Previous 4,263
7.22%
Holding current value
$589,018
Previous $621,000
1.93%
% of portfolio
0.18%
Previous 0.19%
Shares
16 transactions
Others Institutions Holding XLV
# of Institutions
1,979Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.45 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$897 Million0.31% of portfolio