Vertex Planning Partners, LLC Energy Sector Spdr Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,058 shares of XLE stock, worth $547,279. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,058
Previous 4,911
23.36%
Holding current value
$547,279
Previous $412 Million
38.91%
% of portfolio
0.16%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,032Shares Held
240MCall Options Held
53.2MPut Options Held
96.6M-
Bank Of America Corp Charlotte, NC39.2MShares$3.54 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$908 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$842 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$739 Million0.19% of portfolio