York Bridge Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,300 shares of XLV stock, worth $480,975. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,300
Previous 3,300
-0.0%
Holding current value
$480,975
Previous $400,000
12.0%
% of portfolio
0.11%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,832Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.07 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.06 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.08 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.02 Billion0.25% of portfolio