Lodestone Wealth Management LLC Energy Sector Spdr Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,225 shares of XLE stock, worth $486,970. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,225
Previous 5,148
1.5%
Holding current value
$486,970
Previous $486 Million
2.0%
% of portfolio
0.25%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding XLE
# of Institutions
2,060Shares 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