Strategies Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Strategies Wealth Advisors, LLC
- $916 Billion
- Q2 2025
A detailed history of Strategies Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,145 shares of XLV stock, worth $305,383. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,145
Previous 2,146
0.05%
Holding current value
$305,383
Previous $313 Million
7.7%
% of portfolio
0.03%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
1,972Shares Held
197MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
-
Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio