Williams Jones Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History
Williams Jones Wealth Management, Llc.
- $8.14 Billion
- Q4 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,391 shares of XLV stock, worth $356,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,391
Previous 2,139
11.78%
Holding current value
$356,928
Previous $329,000
0.3%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding XLV
# of Institutions
1,982Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.46 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1.01 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$899 Million0.31% of portfolio