Steel Peak Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 60,688 shares of XLV stock, worth $8.79 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
60,688
Previous 38,538
57.48%
Holding current value
$8.79 Million
Previous $5.94 Million
40.66%
% of portfolio
0.35%
Previous 0.26%
Shares
21 transactions
Others Institutions Holding XLV
# of Institutions
1,955Shares Held
199MCall Options Held
11.3MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC36.6MShares$5.3 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.58 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$976 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$872 Million0.31% of portfolio