Catalyst Wealth Management, LLC Energy Sector Spdr Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 23,953 shares of XLE stock, worth $2.16 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
23,953
Previous 24,867
3.68%
Holding current value
$2.16 Million
Previous $2.18 Billion
8.79%
% of portfolio
1.86%
Previous 2.05%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,030Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$905 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$840 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$737 Million0.19% of portfolio