Fourth Dimension Wealth, LLC Select Sector Spdr Fund Health Transaction History
Fourth Dimension Wealth, LLC
- $262 Billion
- Q3 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 31,123 shares of XLV stock, worth $4.73 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
31,123
Previous 29,020
7.25%
Holding current value
$4.73 Million
Previous $3.91 Billion
10.73%
% of portfolio
1.65%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,962Shares Held
194MCall Options Held
13.9MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC28.3MShares$4.3 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY13.8MShares$2.1 Billion0.13% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.61 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.22MShares$1.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.44MShares$977 Million0.28% of portfolio