Edge Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Edge Wealth Management LLC
- $472 Million
- Q4 2024
A detailed history of Edge Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Edge Wealth Management LLC holds 3,842 shares of XLV stock, worth $556,821. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,842
Previous 3,842
-0.0%
Holding current value
$556,821
Previous $591,000
10.66%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,985Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.3 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.58 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$872 Million0.31% of portfolio