Tolleson Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History
Tolleson Wealth Management, Inc.
- $556 Million
- Q2 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 $329,017. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,311
Previous 2,311
-0.0%
Holding current value
$329,017
Previous $311,000
-0.0%
% of portfolio
0.06%
Previous 0.05%
Shares
1 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