Wellspring Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History

Wellspring Financial Advisors, LLC

$838 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$138.43 - $147.09 $396,325 - $421,118	2,863 New	2,863 $417 Million

Others Institutions Holding XLV

# of Institutions

1,941

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.42 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.99 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.77 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.03 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$984 Million
0.47% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.