Source Financial Advisors LLC Select Sector Spdr Fund Health Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 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 4,263 shares of XLV stock, worth $646,441. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,263
Previous 4,399
3.09%
Holding current value
$646,441
Previous $649,000
4.31%
% of portfolio
0.19%
Previous 0.2%
Shares
15 transactions
Others Institutions Holding XLV
# of Institutions
1,861Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio