Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Advisors, Inc. holds 81,344 shares of XLV stock, worth $12.3 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
81,344
Previous 83,403
2.47%
Holding current value
$12.3 Million
Previous $11.1 Million
5.4%
% of portfolio
4.69%
Previous 4.71%
Shares
16 transactions
Others Institutions Holding XLV
# of Institutions
1,858Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio