Steward Partners Investment Advisory, LLC Select Sector Spdr Fund Health Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 77,854 shares of XLV stock, worth $12.1 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
77,854
Previous 81,067
3.96%
Holding current value
$12.1 Million
Previous $12 Million
5.25%
% of portfolio
0.12%
Previous 0.13%
Shares
31 transactions
Others Institutions Holding XLV
# of Institutions
1,855Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.95 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.73 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$963 Million0.32% of portfolio