Strategic Financial Concepts, LLC Select Sector Spdr Fund Health Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 41,403 shares of XLV stock, worth $5.39 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
41,403
Previous 5,842
608.71%
Holding current value
$5.39 Million
Previous $853 Million
554.11%
% of portfolio
0.78%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,968Shares Held
269MCall Options Held
14.9MPut Options Held
14.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.26 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC33.2MShares$4.32 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.72 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.65 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$890 Million0.33% of portfolio