Morton Brown Family Wealth, LLC Select Sector Spdr Fund Health Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 246 shares of XLV stock, worth $35,652. This represents 0.01% of its overall portfolio holdings.
Number of Shares
246
Previous 245
0.41%
Holding current value
$35,652
Previous $37,000
10.81%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding XLV
# of Institutions
1,985Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.3 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.58 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$872 Million0.31% of portfolio