Northwest Financial Advisors Select Sector Spdr Fund Health Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Northwest Financial Advisors holds 1,330 shares of XLV stock, worth $196,640. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,330
Previous 1,775
25.07%
Holding current value
$196,640
Previous $262 Million
26.09%
% of portfolio
0.13%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,890Shares Held
199MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 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$1.01 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$916 Million0.32% of portfolio