Beta Wealth Group, Inc. Select Sector Spdr Fund Health Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 11,400 shares of XLV stock, worth $1.67 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
11,400Holding current value
$1.67 Million% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,940Shares Held
202MCall Options Held
11MPut Options Held
16.2M-
Bank Of America Corp Charlotte, NC36.8MShares$5.37 Billion0.48% of portfolio
-
Morgan Stanley New York, NY12MShares$1.75 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.6 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$985 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$880 Million0.31% of portfolio