Milestone Investment Advisors LLC Select Sector Spdr Fund Health Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 1,281 shares of XLV stock, worth $189,395. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,281
Previous 1,281
-0.0%
Holding current value
$189,395
Previous $186,000
5.91%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
1,890Shares Held
199MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.67 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.64 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$916 Million0.32% of portfolio