Goal Fusion Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Goal Fusion Wealth Management, LLC
- $183 Million
- Q4 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 34,404 shares of XLV stock, worth $5.04 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
34,404
Previous 30,980
11.05%
Holding current value
$5.04 Million
Previous $4.77 Million
0.82%
% of portfolio
2.58%
Previous 2.65%
Shares
8 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