Legacy Financial Strategies, LLC Select Sector Spdr Fund Health Transaction History
Legacy Financial Strategies, LLC
- $452 Million
- Q1 2025
A detailed history of Legacy Financial Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 10,586 shares of XLV stock, worth $1.43 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,586
Previous 11,570
8.5%
Holding current value
$1.43 Million
Previous $1.59 Million
3.9%
% of portfolio
0.34%
Previous 0.34%
Shares
14 transactions
Others Institutions Holding XLV
# of Institutions
1,988Shares Held
202MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$4.94 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.47 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$911 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$813 Million0.31% of portfolio