Talisman Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,827 shares of XLV stock, worth $897,066. This represents 0.99% of its overall portfolio holdings.
Number of Shares
5,827
Previous 5,966
2.33%
Holding current value
$897,066
Previous $881,000
3.63%
% of portfolio
0.99%
Previous 1.11%
Shares
7 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$5.9 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.71 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$954 Million0.32% of portfolio