True Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,351 shares of XLV stock, worth $318,795. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,351
Previous 2,754
14.63%
Holding current value
$318,795
Previous $398,000
20.6%
% of portfolio
0.11%
Previous 0.16%
Shares
19 transactions
Others Institutions Holding XLV
# of Institutions
2,027Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.63 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.72 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.64 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$940 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$878 Million0.32% of portfolio