Envision Financial Planning, LLC Select Sector Spdr Fund Health Transaction History
Envision Financial Planning, LLC
- $236 Billion
- Q3 2025
A detailed history of Envision Financial Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Envision Financial Planning, LLC holds 21,239 shares of XLV stock, worth $3.22 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
21,239
Previous 20,738
2.42%
Holding current value
$3.22 Million
Previous $2.8 Billion
5.74%
% of portfolio
1.25%
Previous 1.31%
Shares
8 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