Legacy Wealth Management, Inc Select Sector Spdr Fund Health Transaction History
Legacy Wealth Management, Inc
- $1.56 Billion
- Q4 2024
A detailed history of Legacy Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 4,953 shares of XLV stock, worth $713,628. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,953
Previous 4,461
11.03%
Holding current value
$713,628
Previous $687,000
0.87%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,924Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$961 Million0.47% of portfolio