Phillips Financial Management, LLC Select Sector Spdr Fund Health Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Financial Management, LLC holds 370 shares of XLV stock, worth $54,179. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$54,179
Previous $56,000
10.71%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,972Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.36 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.6 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.59 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$987 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$881 Million0.31% of portfolio