Trinity Point Wealth, LLC Select Sector Spdr Fund Health Transaction History
Trinity Point Wealth, LLC
- $629 Million
- Q2 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 53,754 shares of XLV stock, worth $8.23 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
53,754
Previous 68,715
21.77%
Holding current value
$8.23 Million
Previous $10.2 Million
22.83%
% of portfolio
1.25%
Previous 1.71%
Shares
23 transactions
Others Institutions Holding XLV
# of Institutions
1,856Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.86 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$948 Million0.32% of portfolio