4 Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History
4 Wealth Advisors, Inc.
- $91.8 Billion
- Q1 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 8,416 shares of XLV stock, worth $1.15 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
8,416
Previous 10,132
16.94%
Holding current value
$1.15 Million
Previous $1.39 Billion
11.84%
% of portfolio
1.34%
Previous 1.4%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
2,002Shares Held
268MCall Options Held
12.1MPut Options Held
17.3M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.71 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.66 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.73 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.65 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$947 Million0.41% of portfolio