Lionsbridge Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Lionsbridge Wealth Management LLC
- $120 Million
- Q2 2024
A detailed history of Lionsbridge Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 16,940 shares of XLV stock, worth $2.51 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
16,940
Previous 17,095
0.91%
Holding current value
$2.51 Million
Previous $2.53 Million
2.22%
% of portfolio
2.07%
Previous 2.0%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,880Shares Held
197MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.68 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$918 Million0.32% of portfolio