Turtle Creek Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 123,386 shares of XLV stock, worth $17.8 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
123,386
Previous 1,695
7179.41%
Holding current value
$17.8 Million
Previous $247 Million
7592.46%
% of portfolio
3.81%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,939Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$962 Million0.47% of portfolio