Wealthedge Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History
Wealthedge Investment Advisors, LLC
- $222 Billion
- Q1 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 15,423 shares of XLV stock, worth $2.05 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
15,423
Previous 11,228
37.36%
Holding current value
$2.05 Million
Previous $1.54 Billion
45.79%
% of portfolio
1.02%
Previous 0.7%
Shares
2 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$4.53 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.68 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.61 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$920 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$859 Million0.32% of portfolio