Silver Oak Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,774 shares of XLV stock, worth $255,597. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,774
Previous 1,752
1.26%
Holding current value
$255,597
Previous $255 Million
7.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,924Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$961 Million0.47% of portfolio