Weatherly Asset Management L. P. Select Sector Spdr Fund Health Transaction History
Weatherly Asset Management L. P.
- $1.09 Billion
- Q2 2024
A detailed history of Weatherly Asset Management L. P. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 17,953 shares of XLV stock, worth $2.75 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,953
Previous 17,953
-0.0%
Holding current value
$2.75 Million
Previous $2.65 Million
1.36%
% of portfolio
0.24%
Previous 0.26%
Shares
22 transactions
Others Institutions Holding XLV
# of Institutions
1,872Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.87 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.7 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.04 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$949 Million0.32% of portfolio