Charter Oak Capital Management, LLC Select Sector Spdr Fund Health Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,966 shares of XLV stock, worth $289,434. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,966
Previous 1,965
0.05%
Holding current value
$289,434
Previous $302,000
10.6%
% of portfolio
0.03%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding XLV
# of Institutions
1,976Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.39 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.61 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.6 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$993 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$886 Million0.31% of portfolio