Geometric Wealth Advisors Select Sector Spdr Fund Health Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,745 shares of XLV stock, worth $401,950. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,745
Previous 2,745
-0.0%
Holding current value
$401,950
Previous $422,000
10.66%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,972Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.36 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.6 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.59 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$987 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$881 Million0.31% of portfolio