Agate Pass Investment Management, LLC Select Sector Spdr Fund Health Transaction History
Agate Pass Investment Management, LLC
- $228 Million
- Q1 2025
A detailed history of Agate Pass Investment Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 6,389 shares of XLV stock, worth $923,338. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,389
Previous 4,763
34.14%
Holding current value
$923,338
Previous $655,000
40.92%
% of portfolio
0.41%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding XLV
# of Institutions
1,991Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.29 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.57 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$975 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$870 Million0.31% of portfolio