Heritage Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,049 shares of XLV stock, worth $296,961. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,049
Previous 2,049
-0.0%
Holding current value
$296,961
Previous $316 Million
10.68%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,985Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.3 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.58 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$872 Million0.31% of portfolio