Walter & Keenan Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 1,700 shares of XLV stock, worth $238,799. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$238,799
Previous $233,000
6.44%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
2,007Shares Held
206MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.54 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.53 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$947 Million0.39% of portfolio
-
Envestnet Asset Management Inc6.47MShares$910 Million0.32% of portfolio