Wealthsource Partners, LLC Select Sector Spdr Fund Health Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,390 shares of XLV stock, worth $508,364. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,390
Previous 4,785
29.15%
Holding current value
$508,364
Previous $616,000
25.0%
% of portfolio
0.03%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding XLV
# of Institutions
1,837Shares Held
204MCall Options Held
9.43MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC41.6MShares$6.24 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.12 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.75 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.11 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.05 Billion0.25% of portfolio