Life Plan Financial, LLC Energy Sector Spdr Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 29,974 shares of XLE stock, worth $2.79 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
29,974
Previous 30,950
3.15%
Holding current value
$2.79 Million
Previous $2.82 Billion
6.71%
% of portfolio
2.26%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,059Shares Held
241MCall Options Held
47.3MPut Options Held
75.6M-
Bank Of America Corp Charlotte, NC41.1MShares$3.83 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.1 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$774 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$754 Million0.38% of portfolio