Cassady Schiller Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 48 shares of XLV stock, worth $7,028. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48
Previous 48
-0.0%
Holding current value
$7,028
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,972Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.36 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.6 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.59 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$987 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$881 Million0.31% of portfolio