Trifecta Capital Advisors, LLC Select Sector Spdr Fund Health Transaction History
Trifecta Capital Advisors, LLC
- $452 Billion
- Q2 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 10,017 shares of XLV stock, worth $1.56 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,017
Previous 9,036
10.86%
Holding current value
$1.56 Million
Previous $1.33 Billion
9.36%
% of portfolio
0.32%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,854Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.98 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.74 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.72 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.06 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$968 Million0.32% of portfolio