Bourgeon Capital Management LLC Select Sector Spdr Fund Health Transaction History

Bourgeon Capital Management LLC

$521 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 04, 2019	BUY	$89.33 - $92.0 $18,401 - $18,952	206 New	206 $19,000

Others Institutions Holding XLV

# of Institutions

1,985

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

Bank Of America Corp Charlotte, NC

36.6M
Shares

$5.3 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

10.9M
Shares

$1.58 Billion
0.12% of portfolio
Morgan Stanley New York, NY

10.9M
Shares

$1.58 Billion
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

6.74M
Shares

$977 Million
0.39% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.02M
Shares

$872 Million
0.31% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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