Retirement Financial Solutions, LLC Energy Sector Spdr Transaction History

Retirement Financial Solutions, LLC

$228 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	BUY	$76.09 - $94.08 $150,201 - $185,713	1,974 New	1,974 $173 Million

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.17 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.71 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.44 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$802 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$778 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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