Lumature Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 7,960 shares of XLV stock, worth $1.18 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
7,960
Previous 6,342
25.51%
Holding current value
$1.18 Million
Previous $821,000
28.62%
% of portfolio
0.63%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding XLV
# of Institutions
1,882Shares 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