Bright Futures Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 9,366 shares of XLV stock, worth $1.38 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
9,366
Previous 8,572
9.26%
Holding current value
$1.38 Million
Previous $1.25 Million
15.45%
% of portfolio
0.73%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,891Shares Held
199MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.66 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.64 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$915 Million0.32% of portfolio