Wells Financial Advisors Inc Select Sector Spdr Fund Health Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wells Financial Advisors Inc holds 90 shares of XLV stock, worth $13,356. This represents 0.01% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$13,356
Previous $13,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,880Shares Held
197MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.69 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.65 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.64 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.01 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$920 Million0.32% of portfolio