Forvis Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 4,150 shares of XLV stock, worth $596,894. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,150
Previous 3,742
10.9%
Holding current value
$596,894
Previous $576,000
1.04%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding XLV
# of Institutions
1,984Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.26 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.57 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.56 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$970 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$866 Million0.31% of portfolio