Wharton Business Group, LLC Select Sector Spdr Fund Health Transaction History
Wharton Business Group, LLC
- $2.23 Billion
- Q3 2024
A detailed history of Wharton Business Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wharton Business Group, LLC holds 236,480 shares of XLV stock, worth $34.1 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
236,480
Previous 236,159
0.14%
Holding current value
$34.1 Million
Previous $34.4 Million
5.82%
% of portfolio
1.64%
Previous 1.78%
Shares
29 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