Talisman Wealth Advisors LLC Energy Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $96.1 Million
- Q3 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,957 shares of XLE stock, worth $248,890. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,957
Previous 2,799
5.64%
Holding current value
$248,890
Previous $255,000
1.57%
% of portfolio
0.27%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.65 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.49 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$701 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$680 Million0.12% of portfolio