Mount Yale Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 27,445 shares of XLV stock, worth $3.98 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
27,445
Previous 32,158
14.66%
Holding current value
$3.98 Million
Previous $4.95 Million
23.77%
% of portfolio
0.31%
Previous 0.48%
Shares
28 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