Wealth Trust Asset Management, LLC Select Sector Spdr Fund Health Transaction History
Wealth Trust Asset Management, LLC
- $131 Million
- Q1 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 2,168 shares of XLV stock, worth $323,292. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,168
Previous 2,278
4.83%
Holding current value
$323,292
Previous $310,000
3.23%
% of portfolio
0.24%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,835Shares Held
205MCall Options Held
9.43MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC41.6MShares$6.21 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.11 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.74 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.11 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.04 Billion0.25% of portfolio