Biltmore Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Biltmore Wealth Management, LLC
- $261 Million
- Q3 2025
A detailed history of Biltmore Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 176,090 shares of XLV stock, worth $26.7 Million. This represents 9.39% of its overall portfolio holdings.
Number of Shares
176,090
Previous 164,009
7.37%
Holding current value
$26.7 Million
Previous $22.1 Million
10.86%
% of portfolio
9.39%
Previous 9.0%
Shares
31 transactions
Others Institutions Holding XLV
# of Institutions
1,963Shares Held
194MCall Options Held
13.9MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC28.3MShares$4.3 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY13.8MShares$2.1 Billion0.13% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.61 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.22MShares$1.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.44MShares$977 Million0.28% of portfolio