Stone Point Wealth LLC Select Sector Spdr Fund Health Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,565 shares of XLV stock, worth $550,721. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,565
Previous 3,625
1.66%
Holding current value
$550,721
Previous $535,000
2.99%
% of portfolio
0.19%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,853Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.92 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.72 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.05 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$957 Million0.32% of portfolio