Forbes Financial Planning, Inc. Select Sector Spdr Fund Health Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 27,280 shares of XLV stock, worth $3.81 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
27,280
Previous 28,255
3.45%
Holding current value
$3.81 Million
Previous $4.12 Million
2.02%
% of portfolio
3.03%
Previous 3.23%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.13 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.89 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.68 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$979 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$931 Million0.47% of portfolio