Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,556 shares of XLE stock, worth $331,419. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,556
Previous 6,382
44.28%
Holding current value
$331,419
Previous $603,000
46.27%
% of portfolio
0.28%
Previous 0.52%
Shares
3 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