Eisner Amper Wealth Management Corporate Benefits, LLC Energy Sector Spdr Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	BUY	$76.59 - $87.23 $320,222 - $364,708	4,181 New	4,181 $339,000
Q4 2022 Jan 03, 2023	SELL	$76.09 - $94.08 $213,432 - $263,894	-2,805 Closed	0 $0
Q3 2022 Oct 03, 2022	BUY	$67.49 - $84.09 $189,309 - $235,872	2,805 New	2,805 $202,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.72 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.45 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$810 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$786 Million
0.12% of portfolio

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