Precedent Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,277 shares of XLV stock, worth $339,910. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,277
Previous 2,277
-0.0%
Holding current value
$339,910
Previous $351 Million
10.68%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,982Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.46 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.63 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.62 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$1.01 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$899 Million0.31% of portfolio