Trinity Point Wealth, LLC Select Sector Spdr Fund Health Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 57,682 shares of XLV stock, worth $8.61 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
57,682
Previous 48,364
19.27%
Holding current value
$8.61 Million
Previous $7.45 Million
6.52%
% of portfolio
1.15%
Previous 1.1%
Shares
25 transactions
Others Institutions Holding XLV
# of Institutions
1,982Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.46 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1.01 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$899 Million0.31% of portfolio