Windsor Advisory Group, LLC Energy Sector Spdr Transaction History
Windsor Advisory Group, LLC
- $49.9 Billion
- Q2 2024
A detailed history of Windsor Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 10,601 shares of XLE stock, worth $961,722. This represents 1.94% of its overall portfolio holdings.
Number of Shares
10,601
Previous 15,824
33.01%
Holding current value
$961,722
Previous $1.49 Billion
35.32%
% of portfolio
1.94%
Previous 4.21%
Shares
7 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$754 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$734 Million0.38% of portfolio