Able Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Able Wealth Management LLC holds 3,535 shares of XLV stock, worth $492,496. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,535
Previous 5,419
34.77%
Holding current value
$492,496
Previous $790 Million
31.05%
% of portfolio
0.41%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.12 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.88 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$977 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$930 Million0.47% of portfolio