Tolleson Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History
Tolleson Wealth Management, Inc.
- $518 Million
- Q1 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,311 shares of XLV stock, worth $300,799. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,311
Previous 2,311
-0.0%
Holding current value
$300,799
Previous $318,000
5.97%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,975Shares Held
267MCall Options Held
12.1MPut Options Held
17.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.26 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.44 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.65 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.58 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$903 Million0.41% of portfolio