Jamison Private Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,016 shares of XLV stock, worth $150,489. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,016
Previous 1,016
-0.0%
Holding current value
$150,489
Previous $148 Million
5.67%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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