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 $8.91 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
60,688
Previous 38,538
57.48%
Holding current value
$8.91 Million
Previous $5.94 Million
40.66%
% of portfolio
0.35%
Previous 0.26%
Shares
21 transactions
Others Institutions Holding XLV
# of Institutions
1,926Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.4 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.99 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.76 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.03 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$980 Million0.47% of portfolio