9258 Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,855 shares of XHE stock, worth $398,838. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,855
Previous 4,880
0.51%
Holding current value
$398,838
Previous $411,000
6.81%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding XHE
# of Institutions
89Shares Held
608KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY104KShares$8.56 Million0.0% of portfolio
-
Ubs Group Ag53.3KShares$4.38 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.1KShares$3.13 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC30.7KShares$2.52 Million0.0% of portfolio
-
Envestnet Asset Management Inc28KShares$2.3 Million0.0% of portfolio