Ever Source Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,594 shares of XLV stock, worth $755,525. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,594
Previous 5,229
6.98%
Holding current value
$755,525
Previous $805,000
4.47%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,988Shares Held
202MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$4.94 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.47 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$911 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$813 Million0.31% of portfolio