Measured Wealth Private Client Group, LLC Select Sector Spdr Fund Health Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 89,046 shares of XLV stock, worth $12.4 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
89,046
Previous 82,094
8.47%
Holding current value
$12.4 Million
Previous $12 Million
14.62%
% of portfolio
4.63%
Previous 4.23%
Shares
27 transactions
Others Institutions Holding XLV
# of Institutions
1,943Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.12 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.88 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$977 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$930 Million0.47% of portfolio