Insight Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Insight Wealth Partners, LLC
- $577 Million
- Q2 2024
A detailed history of Insight Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 2,788 shares of XLV stock, worth $412,958. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,788
Previous 2,030
37.34%
Holding current value
$412,958
Previous $299,000
35.79%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,886Shares Held
197MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.68 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$918 Million0.32% of portfolio