Silver Oak Wealth Management LLC Select Sector Spdr Fund Health Transaction History
Silver Oak Wealth Management LLC
- $638 Billion
- Q4 2025
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 1,974 shares of XLV stock, worth $299,712. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,974
Previous 1,974
-0.0%
Holding current value
$299,712
Previous $275 Million
11.23%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLV
# of Institutions
2,035Shares Held
196MCall Options Held
14.2MPut Options Held
22.6M-
Bank Of America Corp Charlotte, NC28.3MShares$4.3 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY13.8MShares$2.1 Billion0.13% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.61 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.22MShares$1.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.44MShares$977 Million0.28% of portfolio