Valeo Financial Advisors, LLC Select Sector Spdr Fund Health Call Options Transaction History

Valeo Financial Advisors, LLC

$3.34 Billion
Q1 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$128.74 - $136.24 $38,622 - $40,872	300 New	300 $38,000

Others Institutions Holding XLV

# of Institutions

1,834

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.8M

Bank Of America Corp Charlotte, NC

41.6M
Shares

$6.01 Billion
0.58% of portfolio
Jpmorgan Chase & CO New York, NY

14.2M
Shares

$2.04 Billion
0.19% of portfolio
Morgan Stanley New York, NY

11.7M
Shares

$1.69 Billion
0.14% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$1.07 Billion
0.42% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$1.01 Billion
0.25% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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